This is a key feature our team needs asap. We came off Broker's Ally, a vastly inferior non-cloud based CRM program we used to use. I just went thru our old contacts which we'd put together in a list. It took me months to get thru the list and I set most of my callbacks about a month from the time I interacted with the record. Most of my callback dates have already come and passed. I need to go thru my newly scrubbed list of prospects, but in order to do this, it would be extremely helpful to be able to re-schedule my callbacks so I can start scheduling a reasonable number to get thru in the days ahead. I'm thinking 50 to 60 scheduled calls per day would be a good target. I was told today that I'd have to go thru each record individually. This is very discouraging. Please update your system with this functionality as soon as possible. When I was speaking to Ian today about it, he told me that he'd received at least a half dozen requests from other users.
Anonymous
This is a key feature our team needs asap. We came off Broker's Ally, a vastly inferior non-cloud based CRM program we used to use. I just went thru our old contacts which we'd put together in a list. It took me months to get thru the list and I set most of my callbacks about a month from the time I interacted with the record. Most of my callback dates have already come and passed. I need to go thru my newly scrubbed list of prospects, but in order to do this, it would be extremely helpful to be able to re-schedule my callbacks so I can start scheduling a reasonable number to get thru in the days ahead. I'm thinking 50 to 60 scheduled calls per day would be a good target. I was told today that I'd have to go thru each record individually. This is very discouraging. Please update your system with this functionality as soon as possible. When I was speaking to Ian today about it, he told me that he'd received at least a half dozen requests from other users.