Greetings -
We are wanting to have our sales and marketing staff use CRM to track activities that may or may not be in the pattern of specific tasks, meetings or emails (although they might be) for the purpose of recording the use of company resources for sales/marketing projects. We would use appointments for tracking such things although it reflect an actual meeting or call regarding the project.
In doing this, however, we realize there would be a lot of "stuff" in the record that would hamper the ability to see what is important. If four people were involved in the same activity (even something spontaneous) and everyone logged it...well as you can see, it would be a mess.
Does anyone have some suggestions on providing the tracking that we are looking for with the capacity to attach the tracking to a specific lead or opportunity, without loading the record with stuff?
Any ideas would be appreciated.
Thanks.
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