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Last Sales Activity

edited Nov 22, 2019 5:40PM in CRM

Hello -

I am doing research on a Last Sales Activity feature and would like to get feedback on how your sales organization defines a sales activity.   At a high level the feature would present sales with a quick view on the last activity that took place against a lead, prospect, and customer.

Thanks in advance for your feedback!

Sincerely -
Lina Kessman
NetSuite Product Management Team

_____________________________________________

1) When tracking the Last Sales Activity that took place, would your organization:
a) only include activities performed by sales users  (Sales reps, SE's, eetc.)
b) only include activities performed the the primary sales rep
c) include all activities against a lead, prospect, customer regardless of the who initiated it

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