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Thread: Simple Thing, Showing last time a lead was called in list view or create a call list

  1. #1
    Real Opportunities is offline Junior Member
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    Default Simple Thing, Showing last time a lead was called in list view or create a call list

    I have been looking (on google search) and here for what i consider to be a simple activity.

    how do i set up sugar for an outbound tele sales rep. to call from a list of contacts that are either in a lead list (showing the last time that lead was called is critical) or

    by bulk assigning calls to that agent (with a date and time that the lead should be called) so that they can simply sort by oldest appointment.

    I have been looking in the exchange and forge, and have not found a plug in that simply adds the last time the lead was called, or to easily create a lead list so i can sit an agent down and have them "speed dial " that list.

    I do not want to over call a lead (more then one time per month,/ every 2-3 months) so being able to "pull out" or just have a date time stamp that is easily recognizable would be nice.

    I would not post, this unless i could not find it on my own. Can any one help?

  2. #2
    eggsurplus's Avatar
    eggsurplus is offline Sugar Community Member
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    Default Re: Simple Thing, Showing last time a lead was called in list view or create a call l

    Not so simple in practice though. It is doable but requires customization. A contact is related to a lead and a call, in this case, is related to a lead (from my understanding of how you are using it). If that is the case you'd create a call after_save hook and check if it is a call for a lead. If so, you'd load all contacts for that lead and assign that call date to a custom last_call_date field in each contact. Then you'd add that custom last_call_date to the list view so that you'd be able to sort on it.

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