Hello All,
I'm looking to create a field in the opportunities module that showcases or highlights the next activity (call, meeting, task, email, etc.) so we can see what our next step with an opportunity is. These next steps need to also correlate to the contacts or account assigned to the opportunity. I found a workflow that tells you what the LAST activity was but I'm not sure how to modify that to tell us what the NEXT activity is.
Any help is greatly appreciated.
Hello Bjorn, What further information would you need?
Essentially, we would like to take the information relating to each opportunity found here:
And if it's a 'scheduled' activity (call, task, meeting) have it auto update these fields:
Potentially have an activity stream field, that could stack activities in the event that there are past activities that have not been completed.
Best,
Tom
Hello Bjorn, What further information would you need?
Essentially, we would like to take the information relating to each opportunity found here:
And if it's a 'scheduled' activity (call, task, meeting) have it auto update these fields:
Potentially have an activity stream field, that could stack activities in the event that there are past activities that have not been completed.
Best,
Tom
