05-17-2011 08:17 AM
Preface: The company I work with has four sales divisions based off of product (not territory). I have two salespeople working / travelling together as a team, each representing their own different product lines when a sales call is made.
Actions: One sales person enters an ACT Activity type of Meeting with a contact and also adds the other ACT user / salesperson as part of the Activity (Schedule With
Problem: When closing the Activity only one sales person gets the "credit" or History stamp of completing that Activity with that Contact. Since both of our salespeople send in their Notes / History report to their respective bosses (two different bosses) this leaves one sales person missing those completed Activities on his or her report.
Any solution to this other than each salesperson creating separate Activities for the same contact?
05-17-2011 01:36 PM