Is is possible to automatically log calls from mobile devices that have the CRM mobile app back to CRM account AUTOMATICALLY?
I want to be able to report and view incoming/outgoing calls to contacts/leads/potentials by Agent for auditing purposes such as looking at missed calls and if they were called back etc.
Hello everyone!We are back with a new tip for this week. In case you missed our previous tip on layout based conversion mapping, you can read about it here. This week's tip goes out to all the sales reps and sales managers out there. Tip #3: Use Check-in to geo-tag your client visits instantly Done with your client visit? Yay! But wait, here comes your next bit of boring yet important things that you do: Call your sales manager and inform him/her that you are done with the meeting. Create/update