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Creating a follow up activity from a campaign
Please forgive my ignorance as I am a SF Admin newbie.
I have been asked to create a campaign for a direct mailing (this I can do). I then added 300 contacts to the campaign and from that created a report to export all the needed address information to our print vendor (so far so good). Now, I am going to receive and email from the print vendor once the letters have been mail - this is where it's gets tricky. Once I get that email from the print vendor, I am going to mark the campaign active. Here is my problem. Once I mark that campaign I want to auto assign a task/activity to the sales rep responsible for the contact to place a follow up phone call within 21 days of the campaign going active. Can/how do I do that? I can automatically create a single task telling myself to make a follow phone call, but I cannot figure out how to assign one task/activity to each of the 300 contacts.
ANY help would be greatly appreciated!
Todd B
Hi Todd,
If you are still looking for an answer to this, I have an idea for you.
I would do this using the Excel Connector, if you havent used this yet, it is a great tool, and its free. It takes a bit of set up, and learning, but is well worth it.
Are you familiar with it?