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
답변 4개
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.
Warm Regards,
Sourav
