Ability to set PAR reminders for the year for all customers at one time instead of having to go into each customer individually to set PAR reminders within a rep's calendar
Sarah Cenedella
| How often would this idea be used? | Annually |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Most people (25 + ) |
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What problem is your idea trying to solve?
Going into each customer account profile page individually to set PAR reminders for the year is very time consuming - time a rep doesn't have which results in either PAR reminders not being set/scheduled or pushed to others in more administrative roles within the organization that also may not necessarily have the time and could result in a delay of PAR reminders being set. |
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link to the related idea didn't work for me. I relate it to the making SLSLNK-I-447 easier to set up. Instead of clicking through each customer, some bulk way to set and adjust the par start date for the reminders to populate would be great when getting reps set up.
This looks related to https://cloudlink.ideas.aha.io/ideas/SLSLNK-I-350 which is for prospects rather than customers.