Managing last contact date for our customers
Hi guys,
I have account managers onboard and they're supposed to have regular meetings with our customers due to their tiers and invoice amounts.
We have more than 200 customers globally and include 10-15 accounts managers so each account manager is responsible for approximately 13 accounts.
I would like to see when we contact our customer lastly so I can create remainders to my accounts managers for accounts we forget having a meeting.
We're currently using GSuite and I would like to manage it as automated as possible.
How can I do that?