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
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