Is it possible to display logged calls or meetings under the lead without having to go to logged or scheduled calls area?
I would like my team to look at the lead and see when the last time they called or the last time they had a meeting without having to manually enter it as a note.
Is the intention to have the sales person go to scheduled call and start prospecting from that area?
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|Asked: 1/29/15, 10:12 AM|
|Seen: 535 times|
|Last updated: 3/16/15, 8:10 AM|