Pipeline Opportunity Activity Tab - ability to add custom Activities to list
K
KC
There are often non-Moxie activities completed while working on an opportunity, such as off-Moxie emails and texts, in-person meetings, snail mail, etc. It would be great to be able to add these types of things in the Activity tab along with a date and time stamp so the full timeline of all communication can be viewed in one spot.
Clarification: To be able to click the +Add, and have a "+Note" option that pulls up a text editor window just like the currently separate Oppprtunity Details Notes tab.
ALSO would be helpful if any to-dos completed within this Opportunity were listed in the Activity section with a time stamp.
K
KC
Slightly related, but too small to request separately: Can this default note be posted under the Automations tab instead, so it does not clutter the Notes section? (And it's technically an automation of sorts?)
K
KC
Maybe based on previous systems, I find myself repeatedly looking for misc client communication notes under the Opportunity Activity tab because that is where most of the rest are listed.
I reference the Activity tab frequently to check up on leads, see if they viewed an agreement or email, find old emails, etc. So I'm already there.
Would be great to enter notes right within this list, in order to create a complete stream of prospect/client communications visible on ONE screen.
Had a minute to illustrate it.
K
KC
Clarification: To be able to click the +Add, and have a "+Note" option that pulls up a text editor window just like the currently separate Oppprtunity Details Notes tab.
ALSO would be helpful if any to-dos completed within this Opportunity were listed in the Activity section with a time stamp.