Table of Contents

History records

History records are the most important part of CRM+. It's basically a log of what you did to the client.

It may have happened many times, that you or your colleges do something to a client (for eg: write and email, send an offer, send a promotion, set up a meeting), but two weeks later you couldn't remember what you had talked about, how the process was going, etc. That's what history records are for.

History pane

It helps you see everything that you or your colleges have done to the client, in an easy way.

It's very important that you write everything that you do to a client to a history record.

Related pages

 
using/history/1_about_history_records.txt · Last modified: 2010/03/21 14:53 by idealisator
 
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