automated tasks in opportunity - or projects for that matter!

[Mal James]

We are migrating our data off the clunky ACT! application and importing into
BCM this week. I am a little concerned about how the tasks and automated
tasks we have setup in ACT! will behave if at all recognised in BCM.

My next question then if my old tasks are doomed, then how does one setup
automated tasks in BCM for an opportunity.

For example. A checkbox for the label "Customer has signed engagement form"
when yes is clicked, a new set of tasks are then automatically displayed
with checkboxes and so on and so forth so that my team follows the right
order of sales process and I can then check their records to make sure they
have kept within compliance for both legal and efficiency reasons.

cheers

 

[Luther]

We are migrating our data off the clunky ACT! application and importing into
BCM this week. I am a little concerned about how the tasks and automated
tasks we have setup in ACT! will behave if at all recognised in BCM.

My next question then if my old tasks are doomed, then how does one setup
automated tasks in BCM for an opportunity.

For example. A checkbox for the label "Customer has signed engagement form"
when yes is clicked, a new set of tasks are then automatically displayed
with checkboxes and so on and so forth so that my team follows the right
order of sales process and I can then check their records to make sure they
have kept within compliance for both legal and efficiency reasons.

cheers

I don't know how you configured stuff like that in ACT, but the only
way I know how to do those things in Outlook/BCM is to write a macro
in VBA.

 

[Lon Orenstein]

Check out our pinpoint Marketing tool -- it can create Action Plans that
write real tasks into Outlook and BCM. It won't launch those from a field
in BCM, however. The user would have to apply the plan manually but it
would work for either tasks or BCM's project tasks.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

We are migrating our data off the clunky ACT! application and importing
into
BCM this week. I am a little concerned about how the tasks and automated
tasks we have setup in ACT! will behave if at all recognised in BCM.

My next question then if my old tasks are doomed, then how does one setup
automated tasks in BCM for an opportunity.

For example. A checkbox for the label "Customer has signed engagement
form"
when yes is clicked, a new set of tasks are then automatically displayed
with checkboxes and so on and so forth so that my team follows the right
order of sales process and I can then check their records to make sure
they
have kept within compliance for both legal and efficiency reasons.

cheers

I don't know how you configured stuff like that in ACT, but the only
way I know how to do those things in Outlook/BCM is to write a macro
in VBA.

 

[Mal James]

would that be compatible with a remote install of BCM, and would it need to
be installed on each workstation and would it require a licence per
workstation?

 

[Mal James]

do i need any particular software to write these macros for BCM? Is it
difficult to learn?

We are migrating our data off the clunky ACT! application and importing
into
BCM this week. I am a little concerned about how the tasks and automated
tasks we have setup in ACT! will behave if at all recognised in BCM.

My next question then if my old tasks are doomed, then how does one setup
automated tasks in BCM for an opportunity.

For example. A checkbox for the label "Customer has signed engagement
form"
when yes is clicked, a new set of tasks are then automatically displayed
with checkboxes and so on and so forth so that my team follows the right
order of sales process and I can then check their records to make sure
they
have kept within compliance for both legal and efficiency reasons.

cheers

I don't know how you configured stuff like that in ACT, but the only
way I know how to do those things in Outlook/BCM is to write a macro
in VBA.

 

[Lon Orenstein]

Mal:

Yes, Yes, and Yes.

* When you say "remote", do you mean someone synchronizing their BCM
database over a VPN? The pinpoint Marketing tool doesn't synch but the
history entries it puts in contact records will synch.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[Lon Orenstein]

Nope -- it's VBA -- Visual Basic for Applications. Click on Tools, Macro,
Visual Basic Editor. It all happens from right there.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com