Ability to add tags to Tasks for reporting purposes
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Tommy Dent
We are employing prospecting blitzes to help drum up self-generated leads. With other CRMs that I have managed (Salesforce, for example) we had a field where an activity or task had a secondary description field where we could add a hashtag which would allow us to carve out specific activities related to prospecting for reporting purposes. For example, anything that included #FebPB (February Prospecting Blitz) could be segmented and reported on.
Activity - Email
Secondary Field - #FebPB
We could then use this secondary field to carve specific reports related to the initiative and thus separate Sales Activities versus Prospecting Activities
Michele McCoy
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