Difference between revisions of "Action Tabs"
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All fields are mandatory for this module and owner and contact cannot be changed. | All fields are mandatory for this module and owner and contact cannot be changed. | ||
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There are manual notes added with the above feature, but there also are automatic notes triggered by the systems when executing some processes or events in the platform. E.G.: when an invoice reaches its due date, this triggers an event that will make the system to automatically create a note and attach it to the Opportunity/Contact related to the invoice. | There are manual notes added with the above feature, but there also are automatic notes triggered by the systems when executing some processes or events in the platform. E.G.: when an invoice reaches its due date, this triggers an event that will make the system to automatically create a note and attach it to the Opportunity/Contact related to the invoice. | ||
Revision as of 20:22, 24 August 2020
This section explains the main tabs that a user can find when using the CRM. These tabs allow the user to register actions, events or activities regarding the work done for an specific object such as RPH, Lead, Accounts, Opportunity,etc.
Notes
This tab is meant to keep track of all notes or comments that can be helpful to amplify the information, and they can be added to different objects in the CRM
Add note
This is a generic feature that can be seen as a button in the different work objects in the CRM.
When adding a note, a pop-up window will show the following form. All fields are mandatory for this module and owner and contact cannot be changed.
IMAGE
There are manual notes added with the above feature, but there also are automatic notes triggered by the systems when executing some processes or events in the platform. E.G.: when an invoice reaches its due date, this triggers an event that will make the system to automatically create a note and attach it to the Opportunity/Contact related to the invoice.
Add call
Everytime a user makes a call, it can be logged in the CRM. This tab enables the user to keep track of the subject or reason for calling, the owner of the site/account, the name of the person who has been called, the type of call (inbound, outbound, etc.), and a description of what has been discussed during the call. The field for “owner” only is disabled and cannot be changed. Contact fields can be changed to register the correct contact. All fields in this form are mandatory.
Add email
This tab enables the user to send emails from the system to any email address. The user can either choose an email template from a dropdown menu or write a customized one, can send CC and BCC to another address, and attach files to the mail’s body. All fields are mandatory, except CC and BCC fields.
Add event
From this tab the user can open up a calendar in order to schedule any kind of event related to a Lead, Opportunity, RPH or Account. This could be anything like making a call, sending a brochure with more information about the company, paying a visit, etc. All fields are mandatory, except Remind Date and Remind Time field. End Date and End Time will be set automatically through Start Date and Start Time. By default, the time duration of an event will be one hour. Start Date and End Date are related. Users cannot select a smaller date to the start date of the event.
Add task
This module allows creating tasks for a specific lead. All fields are mandatory and Owner and Contact cannot be changed. This is a simple form to add tasks to lead.
Add RPH
Even though the majority of the RPHs come from the mobile applications (which means they are automatically loaded into the system), this option enables the user to manually create an RPH link to an specific Lead, Account, Site or Opportunity. This is for those less likely situations in which the opportunity comes from a former site.
