Hello
In v8 there was a nice function in sales to log customers calls.
How can I do this in v9? Thanks
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Hello
In v8 there was a nice function in sales to log customers calls.
How can I do this in v9? Thanks
I found out. There seems no longer to be the calls logged screen which was very handy.
You log a call on an opportunity (linked to a customer) as next activity.
To find out about activities, then create a report
The advantage is that the sales dashboard now tells you the next things you have to do.
I would like to know this as well....
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