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Ability to log activities against Partners

Is it possible for our sales users to log their activities directly against partners? We have a requirement to log phone calls, tasks, emails, and appointments against our partner list / partner contact list.

Thank you,

Kelly

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2 Answers

  • Posted on Apr 11, 2014 at 04:21 PM

    Hi Kelly,

    Yes, your sales reps can create/log the activites directly against partners, your Cloud Business admin need to assign the relevant work center ( Activities ) to the Sales rep role and provide necesary creation authorization for Tasks, Phone calls,e-mails and appointments, these all are standard transactions with in Activities.

    Thanks & Regards

    Naren..

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    • Hi Kelly,

      Creation of Activities from Partners work center may be required to maintain the relationship between these two objects in Application studio.

      Did you check the option to select more Roles in Activities and try to add your Partner ? again you can do this in Activities work center.

      Thanks & Regards

      Naren..

  • Posted on Jun 09, 2014 at 10:36 PM

    Hi Kelly,

    Good point--makes sense to include this.

    Setting up the system so that partners can create activities directly is not currently available in the standard system, but It is on the roadmap.

    Thanks again for the question!
    Jody

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