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Sales Followup Calendar For Existing Database

Question asked by dvmginc on Feb 25, 2010
Latest reply on Feb 25, 2010 by escargot


Sales Followup Calendar For Existing Database


Hello, we had a fairly extensive database built in Filemaker Pro 9. The primary use is as a sales database containing detailed info on our customers as well as a complete contact and sales history. Unfortunately, the salespeople do not have any method to schedule follow ups with their customers which is causing a lot of business to "slip through the cracks. I am looking for a product to use in conjunction with our existing database that will allow salespeople to schedule follow up contacts and view a daily, weekly or monthly calendar of the follow ups that they have scheduled. This seems like something that would be a fairly common need for a business but am having a difficult time finding anything that will work. I would be handing the implementation of this and have what would probably be considered an intermediate level knowledge of Filemaker. Any suggestions would be greatly appreciated.