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How to log calls in v9

By
Mark Lewis
on 1/14/16, 12:30 PM 450 views

Hello


In v8 there was a nice function in sales to log customers calls.

How can I do this in v9? Thanks

0
Mark Lewis
On 1/19/16, 4:51 PM

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.

0
Mike
On 1/19/16, 3:19 PM

I would like to know this as well....

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Asked: 1/14/16, 12:30 PM
Seen: 450 times
Last updated: 1/19/16, 4:51 PM