First off, I'm using Max 9.5 Enterprise.

I'd like to have the facility to take a contact (lead or customer) through a set of events.

I've run Campaigns that send an email, and print a letter from a template, and I've created some Action Plans that allow me to schedule tasks, like calling a contact every two weeks for a month.

I'd like to be able to include both in one schedule. For example, I have a series of contacts to whom I'd like to schedule an email to be sent (from a template, automatically) then have one of my team make a followup call later that day.

I can create the email in an automated campaign, and I can schedule the followup call in an action plan, but unless I'm missing something, I can't have them both without adding the same contact to both a campaign to do the automated mailing, and then kicking off an action plan to schedule the call(s).

Isn't this a pretty basic need? Am I missing something?