Automation

This new feature allows managers to automatically send emails based on conditions in the database.

The daily send limit is based on your email provider.

Conditions are built and saved using the 'Advance Query' builder in Act!

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This new feature allows managers to create new activities for the end users based on conditions in the database.


Conditions are built and saved using the 'Advance Query' builder in Act!

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This new feature allows managers to automatically create new opportunities based on conditions in the database.



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Is there something we didn't think of?

This new feature allows you to automate any action (or multiple actions) based on conditions in the database.

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New interface makes it super easy to design workflow. End users only need to select the type of action from a predefined list to create highly automated workflow patterns.

• Act menu items (Interface)
• Pre-defined scripts
• Stored functions (using c#)

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Once you have selected the script easily change the dialogs using the simple editor.

'Click to enlarge' to see how to create a simple Yes / No response directed toward the end user.

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Stacking multiple actions into one scrpt create a powerful automation work flow pattern for your company..

'Click to enlarge' to see how how easily we created four action in one .

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As you use the scripting tool you can design you events based on conditions of the current record such as ID/Status = "Lead"
Or any field in your database!

'Click to enlarge' to see how this powerful scripting can overcome your most complex data entry requirements.

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