M
MerleIhneIII
How can I set up a list of tasks/events I want to schedule for my contacts?
Example-
I have a new client. I may want be sure I schedule a thank you card, send a
card on his birthday, send a reminder 12 months down the road, etc.
New Prospects- I want to make sure I get a proposal done in two days. A
follow-up phone call in 1, 2, or more days, send a letter with brochures and
my card, e-mail a thanks for contacting us note, etc.
I'd like to be able to have these things be scheduled when I identify this
person/company as a new client or prospect.
Is there a way that this can be done in MS Outlook with Business Contact
Manager?
Example-
I have a new client. I may want be sure I schedule a thank you card, send a
card on his birthday, send a reminder 12 months down the road, etc.
New Prospects- I want to make sure I get a proposal done in two days. A
follow-up phone call in 1, 2, or more days, send a letter with brochures and
my card, e-mail a thanks for contacting us note, etc.
I'd like to be able to have these things be scheduled when I identify this
person/company as a new client or prospect.
Is there a way that this can be done in MS Outlook with Business Contact
Manager?