Simple letter CRM schedule management, important things at a glance
Jianxin CRM's schedule management is to arrange daily work and affairs in a date, and make an effective record to facilitate the management of daily work and affairs, and achieve the purpose of work memo.
1. Create a task
In the SMS CRM schedule view, click the "+Add Schedule" button to create a task. The calendar view can be displayed based on month, week, and day, and you can view the customers who need to visit today and the contracts that need to be signed today in the calendar.
2. Task due reminder
When creating a task, you can quickly set the schedule reminder time. After the task is due, it will be automatically archived in the corresponding view that has been completed or to be organized. With the help of multi-terminal message reminders, it can avoid the omission of items.
3. Task association "task object"
You can use this function to directly associate the tasks in the list with relevant customer data. The advantage of this is not only to make the task description clear enough, but also to ensure that the tasks are executed efficiently.
4. Create tasks for customers to follow up
Sometimes, when a customer information is created, there are next tasks and action requirements. So, might as well create a task for this client immediately, and immediately turn information into action!
Use SMSCRM to make schedules to make full use of every day's time, and multiple reminder rules to ensure that the schedule can be executed efficiently.