TT – Lining up your calls

This video explores a scenario whereby a manager can set up a series of phone calls for a salesperson to make. The salesperson can get on with their task at hand, and the manager has full visibility of what’s going on without needing to ask anyone for updates. A nice automated way of keeping on top of things.

Tom will be covering the following features in this video:

• Scheduling Activities for another user,
• Using the Complete function on Activities, and
• Automatic updating on Custom Views

By using this combination of features, Tom illustrates both how a manager can easily get an overview of the progress of each member of their team. And also how these users can work down a list of tasks without a lot of clicking around back and forth, making them more efficient.

These same features could be used for other scenarios, like the tasks associated with a Project or recurring Account Management calls created against Companies.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.

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