Unassociated Activities – Alert/Notification/Filter
Submitting on behalf of Tegna
Unassociated Activities – Alert/Notification/Filter
• Need a way to identify activities that were added but not associated with an Account and/or Contact
• Add an “Unassociated” filter or flag to Activity List and Sales Productivity views.
o Could also trigger an alert/notification to prompt users to properly associate those activities.
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