KMD
Tue Mar 22 07:37:06 CST 2005
Could you tell me how one would set a follow-up call to multiple contacts or
leads? The help file in CRM explains the following but doesnt tell you how
to perform the task. Any suggestions...
Using Microsoft CRM, you can:
Associate a single activity with multiple accounts, contacts, leads, or
opportunities.
"Peter Lynch" wrote:
> Well... in addition....letter, fax, phone call and appointment activities
> can all have multiple recipients/attendees
>
> Peter
>
>
> "MattNC" <MattNC@discussions.microsoft.com> wrote in message
> news:F1D7CE29-9DA1-4332-9BCE-CD371D8B1B80@microsoft.com...
> > The only activity that really allows for a one-to-many relationship is the
> > email activity because you can CC: many other contacts, users, leads, etc.
> > Most of the activities let you have a From:entity, To:entity, and a
> > Regarding:entity. That's about it. There's no other way to establish
> > one-to-many relationships for activities.
> >
> > Matt Wittemann
> >
http://icu-mscrm.blogspot.com
> >
> >
> > "kmd" wrote:
> >
> >> I am looking to create a single activity to multiple accounts, or
> >> contacts.
> >>
> >> Thanks
> >>
> >>
> >>
>
>
>