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Hi Team,

 

As Marketing Manager or  Sales Executive or  Sales Manager or  Account Executive  , i want to all interactions with contacts and accounts during marketing activity should be visible.

 

How can i achive this requirement ?

 

Thanks,

 

Anjana
4 risposte
  1. 4 set 2015, 07:19
    Hi Anjana,

     

    Set Up>Customize> Account> Fields> Set History Tracking

     

    Hi Anjana, Set Up>Customize> Account> Fields> Set History Tracking Enable that option and choose the fields you want to track & Save. Hope it helps.

     

    Enable that option and choose the fields you want to track & Save.

     

    User-added image

     

    Hope it helps.

     

    Warm Regards,

     

    Sourav
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