Navigation: Action Items > Executing Action Items >
Scheduled Action Item Execution
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Navigation: Action Items > Executing Action Items > Scheduled Action Item Execution |
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See Also: Schedules; Create New Action Item; Execute Action Items via Campaigns; Immediate Action Item Execution; Execute Action Items Dynamically; Dynamic Action Item; SQL Action Items; Voice Action Items; Email Action Items; Fax Action Items; Merge Module Action Items
Action Items can be scheduled to execute automatically at any date and time you specify. To Schedule Action Item(s) to be executed at future dates and times, first follow the instructions for Add New Schedule Resource Column. There are 2 ways to assign Assign Action Items to Schedules: 1) Assign them based on any date/time Field from your Contact Details form (such as birthday, anniversary, etc...), or 2) Assign them based on a specific date or Event. |
SCHEDULED ACTION ITEM EXECUTION CONTENTS:
Scheduled Action Item Based on Date Field
Scheduled Action Item Based on Specified Date/Event
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