02-11-2009 01:41 PM
Is it possible to create a new *call* activity without having it classifed as *other* activity? I have several specific types of tasks that I have to report on. While the task is basically a call, it's a type of call. For example, Follow-Up Call, Prospecting - Call, Inital Call, etc...
When I create a new activity I can only create an *other* type. So, when I look at my dashboard it shows, calls, meetings, to-do's, other. All my work/tasks are in the *other* colmn.
Is there a way to create an activity that is classified as a call or type of call and I can see that today I made 20 Prospecting Calls, or 10 Follow-up calls, etc...
This question also is not just in regards to calls, it would be for a meeting, to-do also.
02-16-2009 10:48 AM