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Create a 6 week Sales Cycle

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  1. #1
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    Create a 6 week Sales Cycle

    Greetings from Dubai,
    I'm trying to create a sales cycle for my team to ensure coverage and frequency of visits.

    I have a list of customer accounts and contacts that my team need to see regularly. Our Sales Cycle is 6, 7 week cycles in a year.

    What i'd like is on the customer tab, to have a column for Cycle, Week in Cycle and Day and have the team fill this in for each of their accounts and then be able to display the data as a schedule - be that calendar style or even charted.

    Example:

    Customer Name Cycle Week in cycle Day
    Swanny 1 4 Monday

    I've driven myself half mad trying to do it on my own - does anyone have a solution that could work.

    TIA
    Last edited by swannygirl; 12-10-2021 at 02:40 AM.

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