Our level of interaction using social media platforms like LinkedIn continues to grow. We send/receive messages on LinkedIn from prospects, customers and vendors.
Since we're a distributed marketing & sales team, I need to capture those messages in CRM.
So far, we've treated them as "Phone Calls" and "Left VM" - but that's getting ugly and the summary line just says "Left Voice Mail" (which really isn't true - it's more like "Sent Message."
My ideal solution would have another type of activity (i.e., LinkedIn Msg). It would show up as "Add LinkedIn Msg" and then pop up a dialog for the details (just like Phone Call). The summary could say "Sent LinkedIn Message" (for outgoing) or the first line of the Description (for incoming).
More like this:
Is this do-able?
If anyone could share the steps, that would be great!
Or I'm happy to see pursue hiring a consultant to make this change for me.
Thanks in advance!
Joe