Can I assign series of tasks to a contact with BCM 2007? drucker 10/10/2008 2:12:00 PM When you get a new lead (contact) it would be great to assign a series of activities including phone follow-up, email, handwritten notes, sending interesting articles, etc. Is this possible?

RE: Can I assign series of tasks to a contact with BCM 2007? Vinit [MSFT] 11/10/2008 9:47:01 PM You can always link any business record in outlook to bcm by using Link to Record button on the Business Contact manager toolbar Thanks Vinit [MSFT] "drucker" wrote: [Quoted Text] > When you get a new lead (contact) it would be great to assign a series of > activities including phone follow-up, email, handwritten notes, sending > interesting articles, etc. > > Is this possible?

RE: Can I assign series of tasks to a contact with BCM 2007? Ken Florian 12/19/2008 4:23:00 PM drucker, there is no built-in way to create something of a "workflow" to assign a series of different tasks. This kind of functionality is present (in spades) in MS CRM Dynamics 4.0. To accomplish something similar in BCM is a more manual process. Consider manually defining a set of interations you want to have occur...per your list. Then, for each contact, create a recurring appointment for the item....for instance. "send interesting article" every 6 months. It IS possible to create something like this programmatically but I have not done so nor have I seen anything like this except for a few examples on the BCM Team Blog. If you have any developer experience, you can probably use that example to get yourself pointed in the right direction. Ken "drucker" wrote: [Quoted Text] > When you get a new lead (contact) it would be great to assign a series of > activities including phone follow-up, email, handwritten notes, sending > interesting articles, etc. > > Is this possible?