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CRM Follow Up vs. New Activity

Last post 07-15-2011 8:06 AM by Method_Michael. 1 replies.
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  • 07-14-2011 3:54 PM

    CRM Follow Up vs. New Activity

    Reply Contact

    I was wondering if there was any information on the difference between creating a new activity for an oppertunity versus using the Schedule a Follow Up tab on an existing activity. The follow up seems to just be another activitiy. Is this just included for ease of use, or is there something that distinguishes them?

  • 07-15-2011 8:06 AM In reply to

    Re: CRM Follow Up vs. New Activity

    Answer
    Reply Contact

    Hi t.trudeau,

    The main purpose of scheduling a follow up is for ease of use, it is the same as creating a new activity.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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