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

Morgan Couch
Morgan Couch Member Posts: 1 VERIFIED MEMBER
edited May 2023 in Sales CRM #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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  • Sami People Vox
    Sami People Vox Member Posts: 12 VERIFIED MEMBER
    10 Comments Photogenic Name Dropper
    #2

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

  • lauryfriese
    lauryfriese Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited June 2023 #3

    @ Candy Crush If you have the regarding set to Lead for all the activities recorded on the lead, for a reference to the past activities you could add a quick view form on the Account to show the activities grid of the lead. This way you have reference to all past activities done on the lead record but once they have been qualified to account, all new activities here on should be recorded on the account.

  • LucyCoffee
    LucyCoffee Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited June 11 #4

    @lauryfriese,If activities are set to Lead, adding a quick view form on the Account to show the Lead's activities grid can provide a reference to past activities. Once the Lead is qualified to an Account, ensure all new activities are recorded on the Account for accurate tracking and continuity.

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