The video call as a new sales activity
Did you know you can report your online meetings on ForceManager?
You can customize the application to help the sales team work from home. For example, in the Activities menu, you can customize the type of activities. A good example to ease teleworking is adding a type of video call activity. Therefore, the sales team could continue to report their online meetings and they will not miss any details of their day.
It is also possible to add other fields to complete the video call type of activity in further details. For example, you can detail the channel where the video call was taken place: Skype, Zoom, Microsoft Teams, etc.
If you are interested in customizing the application, such as adding this new activity, please contact your customer success or ForceManager support team via the following email: firstname.lastname@example.org