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planning call activities

edited Jun 2, 2025 2:22PM in NetSuite Support Community 6 comments

We have inside sales reps that we would like to call our customers.  For those doing this, how are you figuring out which customers to call and when?  I see we can schedule the activity but it seems like it's just a manual process.  Is there any way in NetSuite where it can guide my reps on who to call?

Thanks

Greg

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