This is a great idea but we would really need to assign some persmissions to who could do this as we have company creation locke down to specific peo...read more
This is becoming more and more vital. We also have sales specialists and we ideally need to track the meetings they attended and with whom so we can ...read more
I did add that filter @craigh but like you said I still have the issue of it not picking up the ones with no activity even if I put "or activity da...read more
I have the same issue - I created a cross object report for calls and meetings but it doesn't pick up on the companies with no activity. If I use las...read more