• Automate workflow tasks in ACT!
• Link individual activities together to build complex workflow patterns -
  create drip marketing campaigns, lead management processes, multi
  touch sales strategies, and more
• Set date, time, and duration schema for each activity
• Generates reports
• Export data (i.e. change of an ID/ Status generates a report) 
• Monitor Contacts/ Companies/ Groups/ Opportunities for trigger events: i.e. Change in field value
• Creation of a new Contact, Company, Group, or Opportunity
• Synchronization of data
• Modification of any data in your ACT! database
• Save workflow patterns for future use 
• Combine with our other AddOns to maximize productivity:
  • Import IT  - schedule data imports, trigger a workflow event, shorten response time, and increase client satisfaction
  • Outreach IT - create and send email campaigns without any user interaction
  • Export IT - automatically export data for use in back-office systems, such as accounting software
     

Functions Workflow IT can execute:

• Create a follow up task and assign to a specific team member
• Modify field values
• Move Contacts and Companies to and from Groups
• Send email notifications to team members prior to scheduled Activities
• Generate written correspondance using an ACT! template
• Assign numbers to Contacts or Opportunities
• Schedule a new Activity dependent on the outcome of a previous Activity
• Monitor tasks and forward to another team member or escalate to management if not completed as scheduled
• And a lot more!