Can I add customized Activities to the companies profile page? I want to add activity other than just the standarded listed ones: Activity, Notes, Emails, Calls, Tasks, Meetings.
Can I add customized Activities to the companies profile page? I want to add activity other than just the standarded listed ones: Activity, Notes, Emails, Calls, Tasks, Meetings.
Yes, you can add customized activities to a company's profile page by using the platform's API or customization options, depending on the CRM or software you're using. Many CRMs allow you to define custom activity types through their settings or with custom fields. Check the documentation or settings of your CRM for more details on adding custom activities.
Other types of activities fit outside of this. I host lunch & learns or have people stop by with gifts. We send Christmas cards. Sometimes it's nice to track something outside of a note. I want to know who I met at a lunch & learn or conference. I would also like customization with how this is tracked