1 Reply Latest reply on Dec 3, 2009 10:50 AM by philmodjunk

    using filemakerpro 10 as a sales person

    hillary

      Title

      using filemakerpro 10 as a sales person

      Post

      how do you schedule follow up activity..ie: phone calls, to dos, send letter...

      i have used salesforce and act in the past and i am new to filemaker..any help would be great in getting me organized.thanks

        • 1. Re: using filemakerpro 10 as a sales person
          philmodjunk
            

          Given the general nature of your question, it's nearly impossible to post an answer as there are many different ways to do this and the best method will depend on how you design the database and its layouts.

           

          A general hint: You can set up calculations that compute due dates from dates entered. DateField + 5, for example computes a date 5 days in the future.