Remove a customer from call list when spoken to them

Hello,

Please can you tell me if there is a way to mark a customer as called when calling from a customer list. This would be a massive help for anyone making sales calls.

Thanks, Claire; that’s a great question!

Currently, there is no native function that allows you to mark a call as complete on a customer list. I’ve moved this to our feature request area so that we can look to add this to Breww’s functionality in the future!

If you can vote for this thread with the button on the top left, this will help move it up the priority list.
For more information on how we handle feature requests, please see 💡 Posting ideas & feature requests for Breww 💙

Good news, this is now live in Breww :tada:

Customer lists can now run as call lists. Breww opens a checklist of the customers on a list each week or month, and you can mark each customer as completed (or declined) once you’ve spoken to them, so everyone can see who’s left to call. You can log the call, update their details and create an order from a sidebar without leaving the list, and Breww can mark a customer as completed automatically as soon as they place an order.

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!

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