How do I link the activity of a person within a company to show as activity for that lead/organizati

Morgan Couch
Morgan Couch Posts: 1
edited July 2022 in Business Talk #1

Any advice how to link activities from a person within a company to the company itself? When I go to my leads inbox it looks like there is no activity connected to my leads, but when I click on the person I've been in contact with within that organization all the activity is logged. This makes it challenging to know which leads I need to follow-up on.

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Comments

  • Sami People Vox
    Sami People Vox Posts: 5
    Photogenic Name Dropper First Comment
    #2

    Totaly agree any help to create a duplicate of a person activity into the lead or even deal attached to it ?

  • RogerUriah
    RogerUriah Posts: 3
    Photogenic First Comment
    edited February 8 #3

    Here are five easy ways to collaborate with and support other businesses.

    1. Join industry organizations and groups.
    2. Connect with local business owners.
    3. Partner with businesses for promotions and events.
    4. Get involved in your community.
    5. Embrace outsourcing and referrals.

    Source: site

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