Activity management
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Chris Doucette
Member Posts: 2 VERIFIED MEMBER
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.
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Answers
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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 - WebsiteAbout activity if you have the same company for deals you can see details of activities inside of company details.
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