Hi, we’re using the CRM/ Lead section more and more now we have added another body to our sales function. Is there a way to have ‘recent activity’ and ‘tasks’ added to customer groups where we may have conversations with a group as a whole rather than with individual pub.
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Good news, this is now live ![]()
You can now create tasks and record activity against Parent companies, just as you can with customers and suppliers.
Thanks again for the suggestion, and we hope that helps!
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