CRM Vocabulary (activities & business/product words)

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DEVTalk 06

Филипп Леонидович

Belarus

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Fill in the Blanks CRM Vocabulary (activities & business/product words)Online version DEVTalk 06 by Филипп Леонидович 1 You can every activity in the client card . After the , the manager can add a note in the CRM . The system stores the email in one place . Users can a meeting directly from the client card . A manager can create a for the next follow - up . After speaking to the client , the user can add a . The sales team usually schedules a after the demo . The CRM can send a before the next client call . The activity history all recent contact with the client . The shows calls , emails , notes , and meetings in one view . 2 The shows whether the lead came from the website or a referral . This field shows the estimated of the deal . The sales manager can update the date in the deal card . The top section of the card shows the client ? s contact . Users can quickly check the last before contacting the client again . After each meeting , the team should agree on the next . A user can leave a for another team member . You can add a to group clients by industry . The support team can set the of each request .