would like the ability to select emails as activities vs just emails....
Hi @Aaron Smith !
I'd like to understand your suggestion a bit better, can you please give us some more details? Thanks in advance.
I simply want my emails sent and received to automatically count as activities for a deal. I want them to affect the "last activity date" field.
Jason Doran said:I simply want my emails sent and received to automatically count as activities for a deal. I want them to affect the "last activity date" field.
Thank you for your input @Jason Doran ! @Aaron Smith I believe this might be what you're also looking for.
This is in our backlog of ideas but no near term plans, unfortunately. The hardest job is to prioritise all ideas and suggestions from all our customers and unfortunately this one hasn't made the cut yet. That being said, we appreciate your feedback and use it to give our teams thinking points to be considered in the future.
Speaking of which, here’s how to stay on top of what’s coming down the line:
It would be great if it worked this way. Superiors check salesman activity. If I send e-mail, I would like it to count as my activity automatically. This would be a very helpful feature.