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Mass Update Based on Sales Order

edited Nov 22, 2019 10:30AM in CRM 4 comments

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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