CRM activity sequences
Aldevinas Katkus
5-29-17
How should I define activity sequences in order to be able to paste activity type into the Result field of the activity?
Currently I have a seqence defined as LEAD->MEET: if LEAD activity results in MEETing then create a new MEETing activity automatically.

How the user is supposed to enter the result value FAILed for the activity of type LEAD, because I can see the only activity in the paste special "meeting" for the LEAD type activity?

I can enter the code FAIL, but it is not an option for the customers.
Reply
Leave Comment
You can subscribe to notifications for this post by selecting the 'star' icon on the top right corner of the post.
Latest Posts
Receipts- Allocating on account amounts to invoices
Lilian Wanyoike
Hi, We have a customer who creates on account receipts against a customer account. Another team is required to allocate these receipts to specific invoice records. Prepayments will not work as t...
15:49 6 Oct 2025
Error 327 Alert hob/hansa.hct is missing
Piotr Wycichowski
Hi! I am not able to run SERP client on Mac (Sonoma), when the folder is outside of Applications. When and why it happens? I know, that some users with the same system haven't such problem. ...
14:54 19 Sep 2025