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Duplicados CRM

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About this activity

Procesos y pasos para identificar duplicados

Created by

Yiset Mairena Quintero Ramírez
Yiset Mairena Quintero Ramírez
Colombia

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Duplicados CRMOnline version

Procesos y pasos para identificar duplicados

by Yiset Mairena Quintero Ramírez
1

dominio otros compañeros CRM primero tenga no duplicados

Lo que debo hacer cuando empiezo a trabajar un prospecto en es verificar su para validar que ni gestiones de .

2

y social telefono Razón duplicados comercial Razón CRM NIT

Antes de empezar a trabajar un cliente y dejarle gestiones en , con el fin de evitar debo : validar su , , , correo .

3

más creación el gestiones prospecto de efectivas validar con o más aquel fecha que antigua tenga

¿ Cuál es el proceso para identificar , en medio de varios duplicados , el que deberia y puedo trabajar ?
.

4

gestión holding dejar desde x cual que cada voy el a se link y como descartado clara holding cuenta de prospecto como del y o dejo trabajar trabajar Marcar el a prospecto va

Si mi prospecto hace parte de un holding y lo voy a trabajar como tal porque es la empresa principal ¿ Qué debo hacer con todos los prospectos creados en CRM que hacen parte del holding ? , .

5

completa página razón dominio principal cliente teléfono y web social información teléfono

Con el fin de evitar duplicados y retrocesos , ¿ Qué debo hacer cuándo empiezo a trabajar un cliente en CRM ? Actualizar la del como , , , , , contactos .

 
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