Is there an interest in connecting a google calendar to the 'Follow Ups' we schedule? Or is there a quick look/screen for all Follow Ups?
Is there an interest in connecting a google calendar to the 'Follow Ups' we schedule? Or is there a quick look/screen for all Follow Ups?
3
votes
Eric
shared this idea
The Call Day Follow Up functionality is designed as a visual reminder for the current day.
DTD Premium includes our fully integrated CRM which supports Tasks alongside Calendar (Google/Outlook/Apple) integration. With Tasks, you can set Cal notifications for any number of reasons.
Adding similar support for Follow Ups is certainly possible, however it will require an interface audit for useability.
