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Adding Contacts to Meetings created with Log Activity on Timeline
Why is there no functionality to include the appropriate Contacts with Meeting activity? This used to be a functionality and it is missing. This should be possible and it should sync across all attendees listed.
I have not used the "schedule meeting" tool to schedule any meetings with contacts. Members of my team regularly used the "+log activity" button to log calls and meetings already held. The meeting property allowed you to associate with one or multiple contacts. This is no longer the case.
Here is an example of a past meeting logged for record keeping using the +log activity button:example of past meeting logged for record keeping using +log activity
Here is an example of what the +log meeting looks like now - without the option to attach contacts:
I meet with teams of 5 or more people at a company. My goal is to track the relationships we have with companies and each contact there. I will have to log 5-10 different meetings under each contact to log activity for those contacts. I'm very disappointed we no longer have access to add contacts. I'd love to see this added back and add additional team members to those meetings.
Being able to track the same meeting across several contacts in one company is VITAL. Due to this loss of functionality, I've been redundantly adding meetings to company page as well as relevant contact page and it's a waste of time.
Please add these features back as soon as possible!
Title is extremely important when you are exporting the data via API for other systems where you need to easily and quickly see what the meeting was about.
Adding multiple contacts to a meeting is crucial to see who participated a meeting and to keep the reporting of meetings held in line. In case we would need to create a single meeting to each of the participants it would mess the target reporting of the meetings and increase the time used to log meetings.
I could not agree more - a significant value is lost by not being able to add one or more contacts when logging an event, or having multiple contacts associated with a single scheduled meeting.
There is a work-around that I found. If you use the "Schedule" feature, you can schedule a meeting in the past and include multiple contacts. Pretty counter-intuitive, but it works. I was worried that this feature would automatically email contacts, but if you are using it to log a meeting that already occurred, it does not generate emails.
Bumping this. Very frustrating for those of us in enterprise sales — one meeting with a company will involve several important contacts, some of whom might show up without having booked time on our calendars. It makes a lot more sense to log those meetings at the company level and add attendees there, rather than have to create the same log message for each attendee on their own page.
Please give us some feedback here. I am surprised that a CRM platform can lack this kind of basic CRM functionality.. People have now been giving feedback on this for almost a year and all you have done is update it to "Idea Submitted"? Could we please get some concrete feedback? @roisinkirby
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