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2004-11-07
2013-05-02
  • Redhuan D. Oon
    Redhuan D. Oon
    2004-11-07

    Hmm, off-hand, and rather handy will be to use the CRM's 'Request' function to file your activity on that customer.
    You first create a RequestType such as "Contact Info". Thus u can let the supervisor be notified of all activity and further action meted out.

    On the down-side, however we be effectively 'taking over' the Web interface from the customer's hands, as your sales team will be logging on with the customer's userid. Or it can be isolated to that interface to avoid abuse.

    red1