Hello CRM experts,
I need to set up different "Appointment Types" in Dynamics CRM 2011, that reflect if a sales rep is doing a product demo, and if a presales resource was included in the meeting or not. I have a few options rolling around in my head. But I was hoping you guys could share your input thinking in terms of the goal being to create a dashboard for the sales manager to see how many appointments in a given quarter/ year....per sales rep of course...are for demo's that either include a presales rep.....or not. Thanks!