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Journeyman |
Please add opportunities to activity sets. I really want to add a complete followup list for new job leads.
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Apprentice |
Am I wrong or is it already there ?
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Journeyman |
I want to create an activity set that sets up an opportunity, a task and an appointment. I can assign an activity set to an opportunity, but I can only automate task and appointment creation - they are the only 2 items listed in Activity Task.
Not so useful. I need to automate an Opportunity creation as well. |
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Marketcircle Team |
Thanks for the suggestion. I'll pass this along to the Engineers as a feature request.
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Apprentice |
It would be PRIMO if you could COPY an activity set. Example....I am a Realtor and I created an activity set for LISTING IN ESCROW. Now I want to create a set for BUYER IN ESCROW. they will be very close to the same...and if I could copy the first set and make small modifications...it would be a HUGE time saver and encourage me to create more unique and custom sets. Possible now or soon??
Stephen stephen in LA |
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