Hi,
Is there a way to automatically track when the last contacts with a client or prospect was? That way, you get a reverse-order list of people you should contact.
Thanks,
L
Hi,
Is there a way to automatically track when the last contacts with a client or prospect was? That way, you get a reverse-order list of people you should contact.
Thanks,
L
As long as sales people are updating their records, the you could write a sql query that queried Contacts and Calls/Meetings and determine the last contact from that.
But there is no very simple way to do it.
It's not a complex query .. try iReport and Zucker
Apache/2.2.3 (Debian) PHP/5.2.0-8+etch11 MySQL 5.0.32
SalesAgility.com - SugarCRM Experts (UK)
Authors of Advanced OpenSales - Open Source Quotations, Invoices, Products and Contracts modules for SugarCRM Community Edition - Download here
OK, thanks, I will look into that.
L
There are currently 1 users browsing this thread. (0 members and 1 guests)
Bookmarks