Sales Module - Diary Management Tools
Sales Managers can now actively manage their sales staff's diaries using the new diary management tools.
These tools allow the sales managers to reassign their users activities to better manage the users diary, for example: overdue activities, holiday periods or assigning customers to a new user.
Sales managers can also bulk process their duplicate customer record warnings and bulk process the delete customer activities assigned to their diaries.
For more information on the activity diary management tools or to enable the tools on your user account please call the Mentor help desk on 01923 604105