There are times where sales reps can't get to entering an activity on the same day it happens.
Good to know.
That worked! Thank you for your input!
Same....make sure you click "Completed" then "Custom" in the Activity Date bar. That should let you enter a prior date.
We have not been able to do this. What version of Sales Touch do you have? We 2.14.03 for Saleslink Touch.
You can do this now in both Sales Touch and Sales Link Flex.
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Erica Gladden
Good to know.
That worked! Thank you for your input!
Same....make sure you click "Completed" then "Custom" in the Activity Date bar. That should let you enter a prior date.
We have not been able to do this. What version of Sales Touch do you have? We 2.14.03 for Saleslink Touch.
You can do this now in both Sales Touch and Sales Link Flex.