As someone that’s just getting things underway on this CRM system, I have a question about what may be the best way to do something. I’m looking to have an updatable list of items that can be shared. We are looking to be able to keep a list so our service department knows when we will be taking delivery of product, and when they will need to have it ready for a customer. Has anyone done this in suite and what type of approach have you used? Calendar? Task?
Thanks!
Josh