"Add Quick Activity" button,
Instead of just "Add Quick Deal" button, I need an "Add Quick Activity" button. I use it way more than I add deals, for example each call I make I'd like to just be able to make a quick click and add the details rather than going into each account.
Scott
shared this idea
I haven’t heard back from this so I am going to assume the alternate workflow did the trick.
Completing this request.
Thanks for the feedback!
-
AdminRyan Moore
(Product Owner, Matrix)
commented
So you want to find the account on your Birds Eye View or Account List and be able to quickly add an activity from there?
Have you tried adding activities from the Actions menu? It feels like you would spend the same amount of time scrolling on the lists as you would adding an activity from the Actions menu and attaching the account.
It is something we have discussed internally so I am curious if you find this to be a speedy tip or basically the same thing. Looking forward to hearing your feelings on this after trying it for a few days.
Thx!