Skip to Content
Menu
This question has been flagged
1 Odpoveď
3452 Zobrazenia

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

Avatar
Zrušiť
Best Answer

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.

Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
1
mar 15
5885
1
jún 22
2833
3
mar 15
8370
2
aug 25
372
2
máj 25
1409