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The benefit of having a salesperson complete a meeting was that they could schedule a follow up and make notes on the call. I see nowhere that a sales person can input notes from a meeting that is reportable. 

 

I tried description, but that is not a field I can put in a management report. What should I do?
4 respuestas
  1. 4 dic 2013, 17:53
    Keep in mind that one of the biggest benefits of Salesforce is its ease of customization. I rebuilt the Event object in my current org to meet specific needs from my management team including exactly what you are talking about. I would jot down your requirements and then dive right in and start making some custom fields and editing page layouts etc etc. The back bone functionality of an event rolling to historical does not change but you can make the object much more useful very easily.
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