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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

J

interested in the possibility to do view showing the accounts according to the distance from another account

Category: Account, Contact, Calendar and Activity Management