Log activity for sales rep, not meSOLVE
Jun 2, 2017 2:15 PM
I want to log a meeting in a deal on behalf of a sales rep. Can this be done? When I try to log a previous meeting now, it says I had the meeting. I need the credit to go towards the sales rep. Thanks!
Solved! Go to Solution.
Jun 5, 2017 4:26 PM
Hi @the_emily_b, acitivies on a contact timeline can only be recorded by the user who is currently logged in, so in order to log an activity on behalf of one of your users you'd need to be logged into their account.
I'm curioius, is there a reason why you are logging these previous meetigns for your team, as opposed to them logging on the record?
One tool that I've used to make sure my team is keeping their activites up to date is to assign them a task. For example, instead of logging meetings here you could assign a task to your user that reminds them to log the meeting themself?