New CRM activity added to Time Tracking - Managing your customers!

Working hard this last month getting a simple but useful CRM activity recording added to the Time Tracking section to more effectively manage your customer interaction.
We have defaulted common CRM projects and task for all editions.
The bronze edition now includes a new report on Project Task Activity hours.
The Silver edition now includes CRM acvitiy recording, which follows our "simple by example" mantra.
For example, you may want to track store visits, follow up on orders, and see what stores have not been visited or planned to be visited for a particular period.

To achieve this, simply follow the following steps:

1.       Go to Time Tracking ,  and in the Select Project list,  select Sales (Existing Customers)

2.       In Select Task list, Select Visit.

3.       In Select Contact Group, select person e.g. Rod

(Groups are set up in the Contacts page)

4.       In Select Contact, Select your Customer

5.       Click Save

You can optionally assign a next step that will automatically create a new entry for you, where you can reassign or change dates etc.

You can also add notes, and flag completed.

In reports, go to CRM Activity by Customer and you can see at a glance:

                All visits that have been assigned and whether complete.

                The last visits assigned and complete.

                Any stores not visited this month, or at any time.

                Hours spent on these activities.

               

We welcome your feedback...

Rod