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  1. 438 votes
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    declined  ·  31 comments  ·  Nimble » Activities  ·  Admin →
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    Jason commented  · 

    If you're syncing with tasks, make sure there's a way to manage and automate tasks. Ive put together a short list of some of the programs that automate tasks creation or have a template of a set list of activities based on days from last interaction or days since first interaction.

    https://help.salesforce.com/HTViewHelpDoc?id=creating_workflow_tasks.htm&language=en_US

    http://support.capsulecrm.com/customer/portal/articles/178391-what-are-tracks-and-how-do-i-set-them-up-

    http://help.insightly.com/en/what-are-activity-sets/

    https://www.nutshell.com/support/kb/process-basics.html

    http://batchbook.com/webinars/creating-a-workflow-with-batchbook.html

    http://www.infusionsoft.com/features/marketing-automation

  2. 229 votes
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    35 comments  ·  Nimble » Activities  ·  Admin →
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    Jason supported this idea  · 
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