Act! Smart Tasks - Video Tutorials - CRM Software - Act Today Act! Smart Tasks - Video Tutorials - CRM Software - Act Today

Act! Video Tutorials

Smart Tasks

In this video tutorial, you’ll learn how to view and run a Smart Task. Smart Tasks are a series of common and connected steps, such as those in a workflow, that automatically perform key tasks or actions for contacts or opportunities. Smart Tasks are ideal for automating routine tasks, such as when a contact is added with the status of Customer, you want to automatically send them a Welcome email from the salesperson. You organise the connected steps of a Smart Taskwork flow using a template. A Smart Task template can have one or more steps.

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