Actions are calls with more information, that allow you to design processes to manage your customer relationships. You could:
- Define custom fields to hold your information about traders
- Find out if customers are buying from particular product ranges
These are only examples, because the flexibility that Horizon CRM gives you, allows you to design customer contact processes, then review and refine them.
To open Actions , from the CRM / Marketing menu, click Actions.
- Action Filter Tabs
- Create a New Action
- Adding a Note on to an Action
- Alter an Existing Action Note
- Append an Existing Action Note
- Complete an Action
Options
Layout –
Completed – display completed actions for the login
Unassigned – display actions not assigned to a login
Auto –
All –
Trader type
Customers – display only customers
Leads – display only leads
Show last note –
Grid report –
Add to Outlook –
See Also
