Question:

How to set default follow-up activity during the call in CRM iRep?

Answer:

When a new follow-up activity is created on a call report, the Default Task setting can be used to determine which activity is the initial activity type.

The Default Task (Default_Task_vod__c) of Call Followup Template should be set to true if the user needs to make it as the default follow-up activity in iRep during the call.

Otherwise, the Subject of follow-up activities is blank. The user needs to select it manually.

Related Documentation:

CRM Help Documentation: Creating Follow-up Activities on the Call Report

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