Adding Activity Options
on add activity - can you add other options ( like update deal status, date, etc)
2
votes
John Henis
shared this idea
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Colette Nolan commented
Also, how about adding buttons to tag, + to List, and or + to Project?
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AdminRyan Moore (Product Owner, Matrix) commented
Can you let us know what your workflow is? Take updating a deal status for example. What business event(s) happened that made you want to update the status based off of an Activity?