Calls lists

šŸ’¬ General Discussion
1

Hello,

I started using SuiteCRM a few weeks ago, and still finding the small subtletiesā€¦

I need to create some calls lists from a list of accounts, contacts and/or leads. What I would like to do is to prepare all the calls beforehand: I select a certain number of accounts, for example, and I generate a call log for each of them (it could be tens or hundreds) at a specific date. The salesman will the be able to simply click on each entry on the dashlet to modify the content of the call.

Is there any way to do it automatically? Because clicking on each account to schedule a call could become quickly time consuming as soon as the number of entries increasesā€¦

Thanks

2

You can achieve this with workflow, have you tried it?

best regards

1 Like
3

Yes it works thank you!

4

Hi. We are new here and would like to do exactly the same: generating a call list from existing contacts. Is here anyone who can describe the above mentioned process more in detail?

Thanks in advance!

best regards

5

Welcome to the forum!

I am not sure how to do it but you can check out this workflow doc.

6

Thank you very much! Looks promising!

7

Hello,

there are multiple ways to approach this.

If you use workflows to create calls, you could add a text field to your contacts / leads ā€¦

Everytime you fill this, the workflow would create a call and empty the field again.

Make sure, that this ā€˜trigger fieldā€™ can be mass-updated (check the roles).

Then, in the list view, youā€™d filter / select the contacts / leads and mass update this field, which will create your calls.

Another approach is, to work more in campaigns, instead of individual calls.
You can use the full fledged campaigns module with a non-Email based campaign or use the target lists, to build your ā€˜campaign targetsā€™.

In that way, you can ā€œcompareā€ the performance of specific campaigns with each other, since youā€™re structuring your call under a container object (campaigns or target lists).