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loggingleadscalls
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Dale Thomas

Is it possible to display logged calls or meetings under the lead without having to go to logged or scheduled calls area? 

I would like my team to look at the lead and see when the last time they called or the last time they had a meeting without having to manually enter it as a note. 

Is the intention to have the sales person go to scheduled call and start prospecting from that area? 

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Dale Thomas
Author Best Answer

Please disregard.  I just realized clicking the the Schedule / Logged calls actually does this.  

 

SLICK! 

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