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

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Tamás Dombos
on 10/1/15, 9:11 PM 501 views

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

1
Julian Robbins
On 10/4/15, 3:23 PM

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.

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Asked: 10/1/15, 9:11 PM
Seen: 501 times
Last updated: 10/5/15, 5:29 PM