05-28-2008 03:39 PM
I wonder if anyone can help me. I do not want to browse the each individual record in our data base to see the last activity was made. I would like to run the report, which will create me a list of records against information of our sales reps. were last contact was made. For example
Client 1 - last contacted two months ago
Client 2 - last contacted three months ago
Client 3 - last contact four months ago
and so on. Is there a tool, which might remind my sales reps. automatically, do contact this and this client, as it has not been contacted by you for several weeks ? Can I set up the date, that for example if my sales reps. do not contact 7 days, if there are no activities under the record for 7 days, a friendly reminder, message will come up saying please do contact the client ??
I hope this is not that complicated, but I would really love to know whether there is such thing, as it would really help me managing records.
Thank you in advance for your help.