Automated Functions??

[nickypatterson]

Is it possible to add a new customer to my Outlook contacts and then have an
automated series of tasks triggered related to that particular customer?

eg. as soon as their details are logged I want a task scheduled to contact
the new customer to arrange an appointment - as soon as that task is marked
complete I want a task set as an appointment - mark this complete and I want
a task set to start on the design for that customer etc right through the
project management and invoicing stages.

Everything has to be scheduled in sequence and tied in to other operational
activities.

The idea would be that my colleagues and I can also see the client's status
of progression is at any stage in this process.

Furthermore it would speed our productivity if a new customer is added to
outlook contacts and their contract form, survey forms and quotation etc
could all be filled in automatically (to stop repetition of endlessly filing


the same data) and then the user could be prompted to print the documents.

I run a small business and any help or advice here - even relating to
alternative sofware solutions will be greatly appreciated.