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Topics#Sales And MarketingPergunta de Matthew Carpenter
Matthew Carpenter (Sarma) perguntou em #Sales And Marketing
13 de ago. de 2013, 16:52

Follow Ups on Leads?

If a lead is being qualified but you can't get a hold of them and establish an activity for yourself to follow up, I can not add this to the Lead View on a filter for a sales person. They would like to see, in their lead list, future dates like this. Am I missing this or would they have to look at their activity list on the home page instead?
4 respostas
  1. Brendan Conroy (Salesforce)
    13 de ago. de 2013, 16:59
    Hi Matthew,

     

    If I am understanding you correctly, the easiest way to achieve showing that you contacted the lead without making contact would be to add a pick list value to the task field"type" such as called no answer. This would create a task that you could then followup on. I hope that helps.
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