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Unable to View Follow up Transactions in Interaction Record

Hello All,

I have created a prospect performed the lead transaction on the prospect from the IC Role, the interaction record gets created as per the customization settings maintained, I have also performed a follow up meeting request on the lead transaction however in the follow up tab of the Interaction record, the transaction type, description and employee responsible are all blank, please advice what customization settings I need to perform for the same

Kind Regards

Atul

replied

Hi Atul,

Those fields, Description, Responsible employee and Planned date, are delivered empty so end user can fill them before creating the followup transaction. After creation, the application will update the followup transaction with each one of these fields, if they're not empty.

Kind regards,

Garcia

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