Use Call List

Overview


This option will allow the user to see the customer call list day by day on the selling screen (Order Entry) according to the customer's "Days of Service"

Any person with an administrator role will be able to set this option for the Sales Team so each person will see it on the selling screen.


Call list setup

To activate this option follow the steps below

We've encountered an issue exporting this macro. Please try exporting this page again later.