Forward-looking Contacts Timeline

Instead of the options to look back at the last 3/6/12 months of actions, it would be great to be able to map out the 3/6/12 months ahead. For me this would mean I could map out key company events (year end, AGMs etc) and then plan my contact points (and action points for others in the business) to create a proper sales plan per account/organisation.

Have the ability to then view this as a timeline would be a huge help.

0 votes

· Last Updated -