Juggling commitments and priorities can be challenging. When did you talk to that customer last? When are you supposed to follow-up with them?
Create lists of Accounts that are overdue for contact to make sure you follow through on commitments. Automatic call scheduling based on call frequency is available. Our support team can help set this up for you.
- You may also choose to use the “Last Contact Date” or “Next Contact Due Date” search fields and results columns to create the list you need.
- Call frequency status is color coded in the “Class” column
- Red = Overdue
- Yellow = Due Soon
- Green = Current
- White = Assigned, No call frequency
- Gray = Not assigned
- Using the […] Range search operator is very useful when you need the results to be based relatively on ‘Today’ vs a specific date.
Call Frequency Tracking – Past Due Coloring
Track accounts that are overdue for contact. Past due color coding (Class column in smart grid) can be configured to adjust based on any customized formula. As of today, the overdue indicator is based on scheduled sales call. We can create more advanced formula’s to involve other entities.
EX. Opportunity creation or the last time it was updated.
*Organization-wide setting, not per user or account.