Tweet
Hi
We use notes on opportunities a lot. I think they are a great tool.
However meetings and calls is a bit cumbersome to use.
But we still want to track calls and meetings, but maybe we dont need to enter exactly which time of day and how long they were in the CRM so I had the idea to add a field to Notes instead, a dropdown where we could select Meeting, Incoming call, Outgoing call.
But I see no way of adding that. Is it possible?
Kind regards
Jens
We use notes on opportunities a lot. I think they are a great tool.
However meetings and calls is a bit cumbersome to use.
But we still want to track calls and meetings, but maybe we dont need to enter exactly which time of day and how long they were in the CRM so I had the idea to add a field to Notes instead, a dropdown where we could select Meeting, Incoming call, Outgoing call.
But I see no way of adding that. Is it possible?
Kind regards
Jens
Comment