Did you ever wish you could have buttons in Act that automatically did things in your database? Like create one week, four week and six week follow up calls with the click of one button? Then Automator is for you. With Automator, with the click of a button, you can have Act do many things, including:
- Create multiple activities over time – for yourself or others on your team.
- Create a Quick Note or Record History on a Call.
- Create a quick To-Do for yourself, regardless of what contact record you are on.With the click of a button, have it auto populate the 9 digit zip code based on the rest of the address
- Create a To-Do for someone elseEach button can be fully customized to say whatever you want and to execute multiple steps or just one step