M
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
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