Classifying Calendar Events for Activity Reporting

Hi There,
I need my reps to be able to assign 'calendar events' to various activity types so that they aren't all just in one lump group...as the data isn't valuable to me as a sales leader without distinction. ie. a coffee meeting with 1 prospect is very different from a Continuing Education presentation to an entire firm, but if they are both coming in from calendar sync, they show up the same.
I'm able to create a host of custom 'Activity' types in the system, but this is only useful if it somehow relates back to calendar meetings/events because asking reps to log calendar meetings additionally as 'activities' is duplication (both of effort and data). 
2
0

0 Comments

Please sign in to leave a comment.

Add Comment

Didn’t find what you were looking for?

Ask our community of experts on the Copper forum.

Submit a Post