Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit OA-I-932 Can we have PLD not force the comment section when entering an activity if the activity is a Voicemail or a No Answer?.

PLD Information Only Entry Merged

In PLD when I receive a new lead, I always enter an activity just for me to refer back to that's only information.  I usually select phone call or letter as the activity type but that's not really accurate.  It's really that I'm wanting to enter what type of lead and information about what they put on their survey or just basic information about that lead for me to refer back to.  Can we make an activity type on the drop down menu that is "Info Only"?

  • Tracy Bell
  • Feb 27 2018
I need it... Yesterday (let's go already)
  • Apr 2, 2018

    Admin response

    This has been reassigned to Paul Lovelace. Please contact him for questions regarding PLD.