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Former Member
Feb 29, 2012 at 08:21 PM

Sales Pro follow up transations


When creating an oppertunity from a lead using the follow up function I get a dialog box that contains many transctions that I can choose from such as (category description) Appointment (transaction type description) Business Activity (transaction type) 0010

The list contains more than a dozen options. How can I narrow it down to display only the ones I need?