instead of puting one by one client task/summy notes sale person go to task option and one time select all their contacetd clietns and create task for example they select 100 clietn and create task(notes) to them just one time and noted created on 100 selected client profile
in this way they doing 500 taks daily easily without contacted with memebers the draback is that if sale person contact with client and book appointment then he put task/summry notes to client profile in sysem and taht summery note valid for 1 month with same sale person
if they are doing with selecting all client and create rendom tasks we cannot catch sale peron weather his appointment ooed or not hence we need to disable this selcting multiple client task
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In Review
π‘ Feature Request
About 1 year ago
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In Review
π‘ Feature Request
About 1 year ago
Get notified by email when there are changes.