Hey
So how do I set a Sales Person Calling Cycle please ?
I need to be able to select on a contact
1) New Call Cycle
2) Choose 1, 2, 3, 6, 12 Months Calling interval
3) Have the Date Shown of the next Call Due based on the Interval
Be able to add a date manually of needed
Also list up a report for the current day, week showing all of the calls to make
Name and number will come through along with the contacts notes field
Once call completed and marked as so, auto selects the next date
Thanks
Tony