Calls lists


I started using SuiteCRM a few weeks ago, and still finding the small subtleties…

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 increases…


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

best regards

1 Like

Yes it works thank you!