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Actions

An 'action', in the Customer Relationship Manager context, is any deed that is accomplished on a contact, whether performed by yourself (phonecall, appointment,...) or processed by Blue Chameleon (sending of campaigns and letters), where it is labeled as a 'system action'.
 
In order to always follow closely a contact, actions are kept in record and may be edited, in the way of comment adding and due date editing.
 
Also, Blue Chameleon's strong feature for this matter is that distinction is made between past and future actions, the latter being dutifully reminded thanks to a dedicated CRM event control at your desktop.



Subsections
next up previous
Next: Taking an action on Up: Customer Relationship Manager (CRM) Previous: Salesperson in charge of