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Add some basic CRM facilities

Add some basic CRM facilities such as follow-up dates and next follow-up action.

We also follow-up leads by phone so the availablilty of the above fields with perhaps the option of entering notes would be really helpful

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New Insights Life Coaching UK Limited shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

3 comments

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  • ExcelUser.com commented  ·   ·  Flag as inappropriate

    More generally, Contact Manager offers no way to search for the properties of a specific tag or AR. If we could do that, we could assign a LastContact AR to a contact, and then filter for all contacts with a LastContact counter value of, say, 25-35 days. Then, after we deal with that list of people to contact, we could reset the LastContact counter value to 0.

  • Matt commented  ·   ·  Flag as inappropriate

    Or fully integrate with Solve360 or Relenta.... this would be extremely POWERFUL....

  • Matt commented  ·   ·  Flag as inappropriate

    At least show:

    1. Emails sent and communication from customers.
    2. Notes area for comments, direct mail sent, and phone calls
    3. Ticket system

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