Communication List

Communication List

Track all communications with all employees in any department. However, you must have the SALESMANAGER role to access this page, otherwise a regular employee will have access to MY COMMUNICATIONS only.

1. Go to the TOOLS tab




2. Filter according to your needs





3. Once you have chosen your filters -> apply




4. Icons

Department and user




Arrows





Delivered - Undelivered - Open








Email




SMS




Call




Facebook





Mark an IMPORTANT communication *Please note, you can only apply this option to your communications*.






Mark as read or unread *warning, you can only apply this option for your communications*.





Access the client record by clicking on the white line or the grey box of the opportunity



​

    • Related Articles

    • List of Opportunities

      A quick tool to see the client Opportunity Cards including the cards actions and statistics. Please note that only users with the Sales manager/Director role can access this page. Where to fund Opportunities Sales -> Opportunities list Begin by ...

    • Write down a communication

      The star rating system was used for calls, we decided to bring this evaluation on all outgoing communications. Only the person with the role of sales manager/director will be able to assign or modify the stars. In the customer's file, you have the ...

    • Appointment

      You have 2 choices of appointments in the task types Appointment (in person) Phone Appointment By choosing your appointment type, you have the possibility to add a time. Interface: Types of task Interface: Manage Taks Closing the task When you press ...

    • Recognizing an email ERROR

      Before sending an email, make sure it is valid. Sometimes we write an e-mail too quickly and we can make mistakes. We can also detect if the sending was well done and if the customer opened the message. With the colors, we can also see how many times ...

    • Communications: Emails, SMS, Facebook and more

      How can I keep track of all communications made with my client? With this module, you won't miss anything. The advantage with this new feature is that you don't need an opportunity to communicate to a customer. WHERE TO TRACK AN EMAIL The manager can ...