CloudLink Ideas Portal

Activity Default

An example where rep is trying to schedule an activity. When you create a new activity the status defaults to "completed", whereas it should default to "outstanding" so that salesmen can schedule forward-looking meeting and better manage their calendars? To me, the logic is backwards.

  • Court Laslop
  • Apr 22 2022
  • Already exists
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  • Admin
    David Vuong commented
    October 21, 2024 20:23

    This is configurable today.



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