I have 3 Items that I do every Day. Cold Call, Phone Call and Email. Tasks are easy for Phone Calls and Emails, all I do is right mouse on customer name and open in new tab and complete the task.
The challenge I am having is the Cold Call. If I run a export I have only a few fields to choose from missing are address and phone number at the very least. Hard to go cold calling without an address
From the “My Day” “Export” how do I modify the fields. The person who set up the original system is no longer with the with the company and was never a sales person. I am at a loss as to what to do. Forrest 360-726-7405