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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Mass Update Based on Sales Order
We would like to schedule a mass update to schedule follow up phone calls for customers based on the date a sales order is billed. For example, once a sales order is billed we want to schedule a follow up call with the customer 2 weeks, 90 and 330 days after the sales order is billed. When we go into mass updates/general updates section/phone call and select the fields based on the transaction, nothing pulls up. What are we doing wrong?
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