Skip to Content
Menú
This question has been flagged
1 Respondre
3706 Vistes

Where is the phonecall logging/ scheduling feature in v9? Has this functionality been cut?

Avatar
Descartar
Best Answer

This has been rewritten so you can add different actions, apart from just phone calls, ie now you have options for a phone call, email, do quote demo etc etc or whatever you want. Its in the config for Opportunities.
 

 

From the release notes: 

Activities and calls management

Organize sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.

Avatar
Descartar
Related Posts Respostes Vistes Activitat
1
de març 15
6214
1
de juny 22
3111
3
de març 15
8668
2
d’ag. 25
873
2
de maig 25
1709