We work with the same contact and have continued correspondence. I prefer to keep a call open and just add dates & descriptions of each call, email, etc. - all in the same activity. I have trained the sales team to do the same. The only problem is that starting a new OPEN phone call is not intuitive and some will use the Add Phone Call, which marks it complete.
Also, I have added many fields to the phone call activity so users can have all they need right at that screen. I recommended to only use phone calls not tasks, so we are all using the same. It's easier to multi select and multi edit if same type. Plus, I customized and created workflows for each rep on the phone call.
With this said, I am now thinking that Task may be easier because you can click Add Task and it will stay open (unless marked Complete). It is much easier and quicker to get to that adding a phone call that you want to keep open. The negative of Task is that it doesn't show the contact's name at the contact view of all activities. It just shows the subject.
How can I get everything I want? Ease of adding an open activity and showing the contact name.
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