04 Customer Management
Ask someone who comes in.There will be archives and to-dos.
The duty station is responsible for on-site reception. Clients manage to turn access into a follow-up file: my to-do, 360 information, consulting opportunities, follow-up water flow and high seas recycling. Not the kind of sales cloud that contracts, offers, refunds.
Archives
To-do before, list behind, 360.
"My To-do" is the first to clear up those who are overdue and who are due today. "Customs List" is filtered with all/ mine/ not assigned/ not followed up/ silent. The drop-in file is the same 360: basic information, follow-up, business opportunities, contact with the company, and duplicates can be found to be combined.
- Source, life cycle, grouping, labels, custom fields saved by site
- If you check the banner, insert the merge wizard and don't have to go through the files yourself.
- Separate the wastebin from the consolidated record and correct deletion to restore
- Excel / CSV Import Export Export Use Description and Secondary Validation
Border
It's worth following up. It's not worth selling clouds.
Here's how clients are followed. Contracts, orders, invoices, refunds, SKU offers are not made; they are open to pick up their own ERP. Outreach (message, mail, callback) shares this group of clients and does not create additional lists.
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