User Review( votes)
I’m looking for a way to update phone calls to reoccur one month after they’ve been done. I.e. my boss is schedule to touch base with a customer once a month. The appointment for her to call is set on the 15th. She calls on the 7th. We need the appointment to then set for the 7th of the next month. I’m using Microsoft crm. Is there an easy way to make this happen or am I dreaming? Thanks in advance!