I've been using ACT for years and my company is switching to Dynamics CRM and i've been playing around in our test version trying to duplicate what my workflow has been previously. I make forty calls a day at no particular time of day. Currently i have them set up as timeless phone calls that reoccur every 2 weeks. As i complete my calls, they disappear from my task list, leaving the ones i still have to complete. I can't seem to find a similar strategy in Dynamics CRM. I looked around at some telemarketing solutions since that seems to be similar, but came up empty there. Speed of moving from one account to another is important too...too much clicking is clunky. Any ideas?
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