MB-210 · Question #315
You create a playbook template. You enable the progress tracking option for opportunities. The template consists of one task, one phone call, and one note. A salesperson adds the template to an…
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Question
You create a playbook template. You enable the progress tracking option for opportunities. The template consists of one task, one phone call, and one note. A salesperson adds the template to an opportunity and adds an email to the playbook activities. The salesperson reports that the count displayed in the Total Activities field does not update. You need to resolve the issue. What should you do?
Options
- ACreate a calculated field on the playbook template entity.
- BAsk the salesperson to save and refresh the playbook window.
- CCreate a custom rollup field on the playbook entity.
- DAdd the email to the playbook template.
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