Customer Lists linking to Task Lists

[josh-martin]

I’m using our customer lists as call lists going forward but it is very time consuming adding individual tasks to customers. Is there a chance you can add an option to bulk add tasks in customer lists? It would save an incredible amount of time

[luke]

Thanks for the suggestion, Josh. Please don’t forget to vote for it, as every vote counts For more on how we handle feature requests, please see 💡 Posting ideas & feature requests for Breww 💙

[max]

Good news, this is now live in Breww

Customer lists can now run as “workflows”, so there’s no need to add a task to each customer. Choose how often a list is worked through (e.g. a call list with a set day each week, over each week or over each month), and Breww opens a fresh checklist of the customers on it each period, with a single task for the people assigned to it. Your team works through it from one page, marking each customer as completed or declined, 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!