How to set default follow-up activity during the call in CRM iRep?
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.
CRM Help Documentation: Creating Follow-up Activities on the Call Report
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.