create activity type sub lists
Drop down box “Activity Type” in Activity can we add “Cold Call”,” C.N.A” for customer needs analysis ,”PREZ” for presentation, etc
10
votes
Ricardo Rene Rodriquez
shared this idea
We have just finished testing on this feature and it will be ready for the next release.
Our Success Managers are reaching out to your organizations in order to get a list together specific for your team/organization so that this feature will be 100% ready to go the day it launches with your custom Activity Types.
Really great idea with this one! Keep them coming!