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?


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