I want the sales team to be able to set up meetings in outlook that can be tracked in salesforce. I know this is kind of broad but what I need to achieve is to set up different types of meetings.. the Rep would pick the type of meeting and who the meeting is with...
First, I want to be able to then compare the types of meeting each rep is having to their success rate. Second, I would like to be able to see who he/she is having the meeting with.
I'm hoping someone has some experience and or ideas about this type of process.
Thanks!!!!
Fred
6 answers
Thanks for responding Matthew!! Regarding your suggestion to write a trigger or workflow, can you expand on that? I'm not understanding how that would work unless I have a field in outlook that is passing the type of meeting?
Also, it sounds like the only way to link up the activity to an account and/or contact would be manually...(using unresolved items list) is that correct?
Thanks again!!
