My users have suggested it would be useful to have the capability to link meetings back to tasks within CRM. We are starting to use Tasks as a rolling area where they can continuously record notes related to specific topics. For example, the Task might be “Partner Program”, and it will be updated with new notes over time as we recruit customers into the program, which might involve multiple meetings, phone calls, etc.
I understand this could also be done through Campaigns (sort of). But having the ability to actually tag meetings/phone logs/business notes/tasks to each other would be nice. Perhaps with a parent/child relationship of some sort.