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Generate a list of customers that must be visited by using determined criterias in the account e.g. Open Opportunities, Open leads, Customer classification, Sales volume, last visit date and Distances (using nearby function in a map) . Once this list is obtained, selecting the accounts and then generate appointments with selected contact persons in the calendar
STATUS DETAILS
Needs Votes
Comments
interested in the possibility to do view showing the accounts according to the distance from another account
Category: Account, Contact, Calendar and Activity Management