Hi everyone!
In handling business plans, schedules and priority tasks, it is always a plus point for you to keep the involved parties updated and in-the-know of the activity’s status. We all agree this is oftentimes painstaking, yet tremendously effective.
That’s why Connected Business has once again created yet another essential feature that will definitely ease up these sales-rep tasks and business activity-managing duties.
Presenting, the CRM Follow Up Form!
To sum up, this feature is created to skip unnecessary steps in the Activity form when maintaining your existing activities on the database; thus making it easier, convenient and time-efficient to manage, organize, or keep track of your company’s workflow, such as updating callbacks, to-do list, meetings, cases and other sales-related activities.
Lets take a quick look-see on how to navigate through the CRM Follow Up Form! You can access the CRM Follow Up form from the CRM module > Follow Up. From here, you will notice a summarized version of your activity list.
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Along with the much concise and organized Activity details, the form also highlights its set of task buttons, all of which are included to allow direct access for editing and updating activities, such as:
- Filtering Activity List - The Filter Criteria provides a much-detailed search results of activities in the Follow Up Form by simply filling the required criteria fields of the form.
- Creating Callbacks - By clicking the Create CallBack button, a CallBack form will prompt to set the preferred call back schedule.
- Write Letters - The CRM Follow Up Form gives you the ability to compose business letters in a snap just by clicking the Write Letter button.
- Creating Notes - The New Note button allows quick input of additional details and urgent notifications with regard to the activity for further dissemination of updates.
- Save and Attach Documents - The New Document button provides quick access to both Local Drive and CB Document Management for file attachments.
Above all these features, the CRM Follow Up Form, has the function to directly view details, access contact information, send email, reschedule and update the status of a specific activity, all in one single form. That means no more going through tedious probing of multiple activity forms in the Activity Menu.
Note that once a specific activity has been set to “Completed”, you will no longer be able to create callbacks, attach new documents and create new notes.
To learn more on how to navigate the Follow Up Form, check the CRM Follow Up Form online documentation.
Thanks everyone for taking the time in reading this blog post!