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 Copper
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