Re: Is anyone using WF to track sales leads? Specifically a contact list? We'd love to be able to do this without having to have the Company Name be the Task and the Contact Name be the child task?

Is anyone using WF to track sales leads? Specifically a contact list? We'd love to be able to do this without having to have the Company Name be the Task and the Contact Name be the child task?

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2 Replies

Hi Amy, how about setting the project as the company and the task as the contact?

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Hi! We actually have several "leads" in one project...not enough activity at the lead level to warrant it's own project.

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