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Activity with multiple related entities.....

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

I recall having some great conversations with the Carson's.....Sullivan' 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' 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.....



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

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