Multiple Contacts in Calls
We are frequently in calls that include multiple parties (Contacts and companies). There is certainly some lacking in customization within the 'Activity' space. I was wondering if there was a way to do the following:
- Associate multiple contacts and/or accounts for Call activities.
- Specify whether a call is actually a call or email. Current work-around is writing in the subject line either "Call" or "Email".
- Select different owners for activities - regardless of the user who is entering it into the CRM.
Thank you,
Trevor