We’ve recently moved our CRM over to Breww. I was just testing a few bits out before we start using it tomorrow, I put an example call activity in on a customer account but now cannot find out how to edit or delete it? I’m assuming I’m missing something obvious somewhere.
Also what software is needed for the app to be able to phone out? All it does when you click on the number is bring up a web page not available.
One last thing. Is there a call list anywhere that after we’ve called the customer and actioned it, it would go away until the next week? IE using a “Monday Calls” tag on the customer lists, ticking customer off the list and it reappearing on a list for the next week? Does that make sense?