Best way of tracking lead communication?
I got a lead, I call the lead, no one is answering, I call again later, they answer, asks me to call tomorrow, calls tomorrow, small chat, asks me to call again in a week, I call again a week later, they ask me to send them a mail and follow up, I send a mail and follows up three days later, they are converted to an opportunity.
HOW can I track all that in one view?
Today I'm creating a task that I keep postponing and changing the subject so that I can look at all the comments from our earlier chats, but this way I never get to complete a task and therefore my stats are incorrect.
Creating new task for every new step is a no go, as it takes too many clicks plus I would have to go through all the earlier tasks' comments to get updated on the dialogue.
Anyone got an idea on how to keep track on the progress AND being able to pull stats on a weeks activity?