Visiting Customers Alarm
I was tasked with managing the sales team using insightly. We have the Professional plan.
I would like to be able to set an alarm for salesmen to visit customers. Is there any way using the custom fields to create reset-able alarms for this. For example, can I make certain customers have an alarm set for once a quarter. I don't need this to alert anyone, but would like to be able to sort a list for overdue customers.
Sorry if this question is too basic, I was tasked with the job this AM and after spending a large portion of the day trying to wrap my head around the CRM I'm no closer to finding a solution. A little pointing in the right direction would be incredibly helpful.
Thanks! - John