Appointments Display in Company Activity tab for Associated Records

Company

What’s new?

When any Contact, Lead or Opportunity is associated to an appointment, the appointment will display in the tab for any Company to which those records are tied.

Why does it matter?

This enhancement aids clients in accurately understanding appointments activity of their sales and recruitment teams.

Who is this for?

• The change benefits the following roles:

• Account Manager or BDR

• Recruiter

• Sales Leader