Tutorial
Tutorial content:
- Use of activity management within the framework of negotiations with the business account
As soon as we receive an inquiry from the customer (by phone, e-mail or other communication channel), we will save it as a new activity. Based on this request, we will then create an offer document, which we will send to the customer by e-mail. We will save the sent e-mail as another activity. As soon as the customer receives our e-mail, he can send a response and, if necessary, a request to complete the offer. Therefore, we will send the customer another document containing the updated offer. We can again save the e-mail with which we will send the offer to the customer as an activity. The next process can be, for example, that we schedule a meeting with the customer – the date of this meeting can be another scheduled activity for us.
Activity management is similar to a diary, but with the difference that some activities take place automatically (eg through the CRMService).