It would be good if you could create a task for all customers in a group (e.g. Delivery area) to schedule sales calls etc as tasks for sales people
1 Like
Good news, this is now live in Breww 
Customer lists can now run as call lists. Create a customer list filtered by delivery area (or anything else), choose how often it’s worked through, and assign it to your sales team. Each period Breww opens a checklist of the customers on the list, with a task for the people assigned to it, so there’s no need to create a task per customer. Your team works through it from one page, marking each customer as completed as they go, and logging calls, updating details and creating orders without leaving the list.
Full details are in the announcement: Customer list workflows and preferred contact times: work through your customers regularly, at the right time for each
Thanks for requesting this, and we hope this helps!
This topic was automatically closed 3 days after the last reply. New replies are no longer allowed.