I have been reading thru your posts recently trying to get some help on a few things. I used to use Act for years. We now use Outlook (for e-mail), and I just don't want to go back to Act. I'd like to find an Act alternative for Outlook.
Basically, I am more and more task oriented. When working with a prospect, I tend to put in activity series tasks that remind me to do things. For example:
Day 0 - Send e-mail
Day +3 - First Cold Call
Day +6 - Second Cold Call
Day +9 - Send e-mail
Day +12 - Create follow up routine for 1 month if no contact.
I have a ton of these "series". Another?
Day + 2 - Prepare Presentation Material
Day + 5 - Assistant to confirm
Day + 7 - Send thank you note , etc.
Back to my question, does anyone know of a tool/add-in that allows for the creation of templates of sequential tasks?
Prophet has a "Sales Assistant" that allows you to create a task in the future. The problem with it is that it gets created automatically only on THE DAY IT IS DUE!!! So much for preparing and time blocking.
Help! I can't go back to act, as my whole company used Outlook. Any advice, comments, ect, would be greatly appreciated.