How many times have you wanted to follow-up on a lead but let it slip away? By using a tool in ACT!, called the Activity Series, you can easily automate a process to ensure that you follow-up on all your leads and avoid losing them forever.
Here's how you can create a set of follow-up activities for every lead that you get from a given lead generation activity - Trade Shows, Webinars, Conferences, etc.
- From the menu, select Schedule >> Manage >> Activity Series Templates. The Activity Series Template Creation Wizard dialog box appears.
- Check the 'Create a new activity series' option.
- Click Next to create a template for the activity series. Enter the Name and Description.
- The next step in the wizard allows you to enter the activities in the series. Click on the Add button and use the Add Activity dialog box to enter activity type (call, email, etc.), start date, priority, alarms, etc.
- Click Ok. Repeat the above step to add more activities in the series.
- Once you have finished adding activities, click Next to finish the wizard.
- Now to schedule an activity series for a contact, select Schedule >> Activity Series and choose the template you would like to use.
- In the Series anchor date field, select the anchor date. Now select the activities and from the With list, choose the contacts or users. Click Schedule.
