Change Follow Up Activity Type

Allow the activity type to be changed on a follow up activity. For example a follow up is scheduled to be a phone call, however the rep changes their mind and wants to make it a text message. The current work through is to cancel the activity and create a new activity and re-relate the activity to the Ticket Sales Opportunity, which is very time consuming and adds 5 extra clicks.

  • Taylor VanOosbree
  • Dec 8 2020
  • Future consideration
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  • Guest commented
    10 Jun, 2021 09:33am

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