How to create a chase list

[TheBishopOfSoho]

Hi there, looking for ideas and inspiration for a feature.
Basically I want to be able to create a list of numbers for our sales guys to call. The sales person will mark a contact to be called on the 1st of next month say, and I want to create a list that shows all calls that need to be made that day by that particular sales person, and a way of displaying waht you have completed and what you have yet to do.
Hope that makes sense. Seems like a feature that is probably already in existence.

S

[sugarcane]

Hello,

The sales person will mark a contact to be called on the 1st of next month

You can create a call record against any contacts that you want to call. The call record contains the date and time to call and a status as well.

I want to create a list that shows all calls that need to be made that day by that particular sales person

If you have Pro or Ent, you can create a report. if you are using CE, you can use the dashlets, saved searches from the calls module, or install something like Zucker reports.

displaying waht you have completed and what you have yet to do.

same as above, you can either create a report, use dashlets to display calls (use the status field to differentiate between open and closed calls) or use saved search in the calls module.