Hi all,
My sales rep mentioned a feature that he used at a previous job and wants to know if we can integrate this with NetSuite. The idea is that everyday he can run a search on the customers who he hasn't visited in a while, select the customers who he wants to visit that day from the results, and then the feature plans a route based on the addresses for all of those customers. Has anyone ever heard of this?
k
KevinJ of Kansas
02/10/2021, 10:44 PM
I've heard of 3rd parties that do route planning, but nothing native.
KevinJ of Kansas
02/10/2021, 10:45 PM
As far as the search on customers who he hasn't visited in a while - that might have been done by last sales activity.
KevinJ of Kansas
02/10/2021, 10:45 PM
which is a native bundle that typically comes pre installed and requires just a little configuration.
a
Ava
02/11/2021, 2:27 PM
Thank you so much, I'll look into that bundle. Do you happen to know what the bundle is called?