Activity management

Chris Doucette
Chris Doucette Posts: 2
edited July 26 in Sales CRM #1

Is there anyway to attach multiple deals to a single activity? I Often have multiples deals with the same customer that need to be managed seperatly, but the follow up can be done at the same time.  Also as a suggestion, adding a task status would be nice or even an option to add custom fields to a task. 

Comments

  • Fabrizio Nicolosi_33821
    edited April 2021 #2

    Hi Chris my suggest if you have multiple deals for the same customer is to use "Deal ID" to make different views.

    For example:
    1- Customer Alpha - Product
    2- Customer Alpha - Website

    About activity if you have the same company for deals you can see details of activities inside of company details.