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Activity with multiple related entities.....

Status: Under Consideration
by Silver Contributor RJSamp on ‎06-23-2010 08:15 AM

I recall having some great conversations with the Carson's.....Sullivan's.....et al about how a real activity should be structured....circa 1997-2001.

 

We still need the following in 2010:

 

An address/location/location type and link to directions on where a meeting is going to be held.

 

Many meetings have ContactS at them, need a list of attendees\roles.....

 

Sales Calls are often about a 'sub' Account....you call on Wal-Mart or Home Depot and talk specifically about a store opening that isn't the HQ Account.

 

You often bring product samples to a meeting (productID, quantity, lot # and expiration date).

 

Literature pieces......

 

Sub Activities (the check list of items to discuss that themselves may need follow up/another meeting/someone else's involvement)....

 

you get the idea.....

 

 

Comments
by Moderator Moderator
on ‎08-02-2012 11:18 AM
Status changed to: Under Consideration
 

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