creating multiple tasks

[Guest]

how can I create multiple tasks in a pre-arranged sequence? For example,
upon a sale to a new customers, multiple things needs to be done at
pre-arranged intervals from the start date. How can I create a "global"
sequence of tasks, that will automatically create the individual tasks for
every new customer?

Thanks

Jim B.

 

[Judy Gleeson MVP Outlook]

What you describe is a CRM function and not in Outlook. Have a look at
all the Outlook add-ins that do CRM. There are many - search on outlook and
crm.

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!

 

[Guest]

Can you recommend an inexpensive one? My need is pretty narrow, so a full
blown CRM system is not required.

What you describe is a CRM function and not in Outlook. Have a look at
all the Outlook add-ins that do CRM. There are many - search on outlook and
crm.

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!

how can I create multiple tasks in a pre-arranged sequence? For example,
upon a sale to a new customers, multiple things needs to be done at
pre-arranged intervals from the start date. How can I create a "global"
sequence of tasks, that will automatically create the individual tasks for
every new customer?

Thanks

Jim B.

 

[Judy Gleeson MVP Outlook]

I haven't done any comparisons.
--

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!

Can you recommend an inexpensive one? My need is pretty narrow, so a full
blown CRM system is not required.

What you describe is a CRM function and not in Outlook. Have a look at
all the Outlook add-ins that do CRM. There are many - search on outlook and
crm.

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!

how can I create multiple tasks in a pre-arranged sequence? For example,
upon a sale to a new customers, multiple things needs to be done at
pre-arranged intervals from the start date. How can I create a "global"
sequence of tasks, that will automatically create the individual

tasks
for

every new customer?

Thanks

Jim B.