Can I assign series of tasks to a contact with BCM 2007?

[drucker]

When you get a new lead (contact) it would be great to assign a series of
activities including phone follow-up, email, handwritten notes, sending
interesting articles, etc.

Is this possible?

 

[Vinit [MSFT]]

You can always link any business record in outlook to bcm by using Link to
Record button on the Business Contact manager toolbar

Thanks
Vinit [MSFT]

 

[Ken Florian]

drucker,

there is no built-in way to create something of a "workflow" to assign a
series of different tasks. This kind of functionality is present (in spades)
in MS CRM Dynamics 4.0.

To accomplish something similar in BCM is a more manual process.

Consider manually defining a set of interations you want to have occur...per
your list. Then, for each contact, create a recurring appointment for the
item....for instance. "send interesting article" every 6 months.

It IS possible to create something like this programmatically but I have not
done so nor have I seen anything like this except for a few examples on the
BCM Team Blog.

If you have any developer experience, you can probably use that example to
get yourself pointed in the right direction.

Ken