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How to show logged calls per lead?

Dale Thomas
on 1/29/15, 10:12 AM 628 views

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? 

Dale Thomas
On 1/29/15, 10:13 AM

Please disregard.  I just realized clicking the the Schedule / Logged calls actually does this.  



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Asked: 1/29/15, 10:12 AM
Seen: 628 times
Last updated: 3/16/15, 8:10 AM