Passa al contenuto
Menu
È necessario essere registrati per interagire con la community.
La domanda è stata contrassegnata
2608 Visualizzazioni

I have a simple inquiry: In practice what is more useful or common to use when adding notes to the CRM: Internal Notes or Log Note? The advantage of using Internal Notes is that the user will have to be in Edit mode, and the View List mode, all Opportunities can be ordered by Last Updated.

Avatar
Abbandona

The advantage of Log Note is that the message itself can't be edited and has a user and date record.

You can also filter opportunities by Log Note time, by creating a user-defined filter where the domain is "messages > last updated On"

Post correlati Risposte Visualizzazioni Attività
2
mag 25
1255
1
apr 25
1161
0
mar 25
1336
0
mar 25
1203
0
gen 25
10