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How to Capture "Presentation given to Customers" in CRM

hi All,

I would like to know the way to capture the activity performed by Sales Force like presentation given to customers.

How Can this be acheived?

Regards,

Piyush

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  • Best Answer
    Posted on Jul 07, 2008 at 05:08 PM

    Piyush,

    Normally this would be recorded as an activity in the CRM system. You could even attach the powerpoint of presentation to the activity transaction in the CRM system.

    Take care,

    Stephen

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  • author's profile photo Former Member
    Former Member
    Posted on Aug 10, 2008 at 07:04 PM

    Due to scope and time, went with Note type for Presentations on Partner

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