I thought the point of a CRM was to put all of the communications in one place. But I am only seeing this on the Customer page. But if I have a voicemail from a customer, how would I know to go to their Customer page in the first place? The “activity feed” does not seem to contain phone calls, only email. And there is no master to-do list that I can find. Please tell me I am missing a basic functionality or something? Thank you.
@bivensarm - Great question!
Tasks actually have a central place for you to keep track of your to-do’s. Also, you can pull a standard report for productivity for calls, meetings, etc.
Here is a video on how to create tasks and some management strategies.
https://www.youtube.com/watch?v=CAHCDkK_jfY
Other helps:
I have the same problem and reports are not solution for that, since there you can see only the number of calls which were made. In the activity feed you can see and track (review the history) almost everithing. Unforutnately there is no option to see the calls that I have made (successful or not successful ones) in the past (few days, weeks, month etc.).
It would be important for me (just like the history of sent, opened, clicked mails, meetings, etc.). I’m not an IT developer, but it seems to be quiet simple to ad an additional filter to activity feed (calls). I would very much appreciate it.