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dnewport
Using a Formula to Pull Task Due Date/Time for a Lead into a Custom Field in Leads
Hello,
I am attempting to do the following (and don't even know if it's possible)....any suggestions would be helpful :smileyhappy:
I have created a custom field within Leads called "Next Attempt" I want this field to display the Due Date/Time of the next task associated with a lead. The reason for doing this is to put this "Next Attempt" field on the main leads page view so that I can see at a glance the Lead Name, Phone Number, Other Ancillary Information that I've chosen, and the next action/time that I am to take with a lead.
I know I can use my task list on the Home Page view to see this....but I would like it to be displayed (just the one field...lol) on my Leads "Home" Page as well.
Any thoughts?
Danny