My Sales team do demonstrations of our software, we are wanting to track how many demonstrations they do per time period, but would also like to also build a report that shows how many demonstrations we have done for a potential customer.
I thought of adding Demonstration (Demo) to the Log Activity dropdown, but I don’t see that ability, which leads me to think those are just standard selections only.
Ideas how to track demonstrations separate from other meetings we have with them, then I think I can pull it into my activity insight (hopefully).
Best answer by Michelle from CopperView original
@Jodi! I just checked that you are an admin so you should be able to add that dropdown option. I made a mini walkthrough for you - let me know if you still have trouble accessing those options.
@Michelle from Copper for that quick video. I knew I had seen it before, but forgot it wasn’t under the same place to create custom fields.