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Customer experience | Sales, Customer Insights,...
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I need is the ability to record activity.

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Posted on by 90

Hi, 

I need is the ability to record activity. 

Once a lead is linked to an account in CRM, there is a need to copy the activities carried out in the lead record to that account.

The copying of activity from the timeline is to take place in the situation of both deactivating the lead and closing it, as well as in the situation when we convert the lead into an opportunity.

Damian

  • empath-e CRM Profile Picture
    empath-e CRM 1,136 on at
    RE: I need is the ability to record activity.

    If you are familiar with Power Apps this should achievable using Flow.

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