I am in Sales Management, I generate leads for our sales folks to call. My objective is to upload them to CRM with a due-date by which date they have to call the clients. Since it will be a phone-call, it is easy decision to choose phone-call type over appointment type.
My question is whether I should upload as task or phone-call?
Both sync to MS Outlook, both can be marked completed, they are very similar other than some other details.
In other words, phone call, email, appointment, letters, these different activity types are distinct; but all these activity types can be also considered as tasks.
You can say, first create the task to use reminders/re-occurrence feature; and once this task is completed the sales folks will enter the notes as phone-call activity. In that case, I will see two entries, one task another phone-call, under closed-activities; and also seems double work for sales folks.
What's the best method for this business case?
