08-07-2009 10:52 AM
Using 7.2v. Am adding new Sales Process & updating existing one. Have logged on as Administrator; accessed Tools->Manage->Sales Processes. Created new process, created stages of new process, moved on to creating steps of stages. Would like to have an Action that triggers an email prompt/window to open up as part of the step completion. Existing actions = None, Mail Merge, Basic Script, From , Phone call, To-Do, Meeting, Literature Request, Contact Process, & Activity Note Pad.
The closest thing I have found is the TO-DO action which allows me to add a note with instructions to click the INVITE CONTACT button on the bottom - which does open up an email window, but it contains my How-To notes from the TO-DO action window in the body of the email.
Is there an existing action I am missing that just opens an email window when you click on the Step Hyperlink? Or, can an action be added to the pick list of Sales Processes? I looked at the options of Managing Pick LIsts but could not even begin to identify which of the tabs (SalesLogix, Custom, Plug-Ins), let alone the items in each of the tabs that were the ACTIONS pick list for Sales Processes Steps.
Solved! Go to Solution.
08-07-2009 04:52 PM