Product Suggestions
Sales Ledger/Customers imported from Unleashed can have a reminder set on them in Unleashed. Importing this onto the sales ledger in the CRM would be beneficial as you would be able to see any reminders set for that customer. For example this could contain delivery instructions, or other special instructions/checks that the sales person would want to be aware of.
This would be very beneficial as reminders set up for the customer are being missed. Thanks, Jane