You need to be logged in to post messages
Unless I'm missing it, there is nowhere to schedule Activities (e.g. Calls for you team to make etc). You can enter an Activity that you have just done then schedule a Follow Up but can't schedule one unless you enter a current activity first. Am I missing something?
Also, how do you delete an activity? We enter a few for test reasons (we are evaluating CentricCRM) but can't find where to delete them.
Thanks
David
By Graham Bond
You can schedule calls to make as either "tasks" in the home area or as a follow along step ("pending activity") to an existing activity. We think the point you highlight is a good one in that some people don't think about using "tasks" that way -- this is how I personally do what you ask.
As for "deleting" an activity; in 3.1 there's a capability called "smart delete". It handles deleting of lots of things. I need to check to see if it covers the situation you mention
Thanks
David
;)
;)
;)
