I am running a trail copy evaluating BCM 2007 for my Company. What we would like is for the opportunity to show the reminder/ or custom field on the calender with the sales stage or an action step. Is there an easy way to do this without having to go to an appointment?
If I create a reminder it does not appear in the calender or syncronize to a mobile device. I know if I can get it on the calender then there is no problem getting it to syncronize with mobile devices.
The key is I need to eliminate the extra steps for my outside sales people when working with opportunities and setting appointments.
Thank you,
Chad
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