Be able to manually add activities - phone calls, meetings, etc | Voters

Be able to manually add activities - phone calls, meetings, etc

Amy Dudbridge

In the Activity tab on an opportunity I would like to be able to add upcoming meetings / calls manually as I usually sort this out over the phone or during a previous meeting and put it straight in my calendar. Also being able to log phone calls / important emails would be great too.

January 6, 2023

Alison Waidell

Or allow you to actually make a call/send a text from the Add an Activity screen

Also allow those follow up/ meetings/phone call to sync with the calnedar

Oh awesome , just came to add this feature

Tanisha Lemelle

Yes, please! I need to be able to manually add meetings and meeting notes to client files. Not only in the pipeline, but under the client/contact or project so my team can always be aware of the latest conversation.

Anna Yates

Yes, manual meetings please! For opportunities like Amy mentioned, but I would use with clients too.