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New Activity Types (or show "Information" History item on Activity Tab) in CRM, CRM Feature Request
Author: Owen Dessauer. Often we want to simply enter some newly acquired Info about a prospect, or record a Type of Communication other than a CALL, EMAIL, or MEETING. For example, a Communication sent via LinkedIn Messaging, or an inbound email to a different email address, or a news event related to the prospect company, or whatever. But there really is no good place to enter this info now. Yes, we can use the HISTORY Tab and ADD EVENT and there we can enter INFORMATION, or VIRTUAL MEETING, or...
Modified: 03/01/2016
Pages: 1
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