Activities in CRM
Last updated
Last updated
The SIMISE ERP platform allows the users to create and schedule various activities with customers in the process of the CRM operations of the platform. The customization process of lead management and operating on them with a communication and information sharing aspects will be beneficial in the company operations.
The user can create and configure the various activities of the CRM module in the activity type menu which can be accessed from the configuration dashboard of the CRM module.
The various activities from the available one can be edited and in need of creating a new one the user can always opt for the create option. A default description along with the various options such as default user, action, next activity trigger as well as schedule duration can be allocated.
The activity type menu allows the users to add the default nest activity option which can be set to follow on the completion of the main activity, moreover they work on the basis of the description of the activities prioritized.
The activity can schedule an activity directly from the CRM dashboard with respect to each of the opportunities and leads present.
Additionally, the user can view all the scheduled activity under a lead directly from the CRM dashboard. In addition, this feature of SIMISE CRM allows the user to track the scheduled activity.
The new leads for the operation can be added in the CRM dashboard which would allow the user to generate themes based on the contact info and the revenue options along with the priority of each available.
