Leads: Integration with Activities
Playing with the leads inbox some more:
- Scheduling the activity for the lead works well. It might be helpful to be able to set an exact time, in case someone asks to be contacted "Friday at 2pm".
- When I schedule follow-up in the Lead Inbox, however, the "identifiers" of the leads are not available in the activity page because the lead fields cannot be selected in columns. It makes it tricky to see who I am actually supposed to follow up with (and how).
Maybe I could suggest to add a tab for LEADS in the column selector - and add fields like "lead-person", "lead-organization", "lead-phone", "lead-email", "lead-name" and perhaps "lead-notes".
That way, if a user uses the "activity page" as their follow-up start page, they will see all things they need to do - including follow-up on specific leads.
FYI @Mike van der Valk - hope it's useful.