Logging CRM Activities

Use the CRM Add Activity window to log customer relationship management (CRM) activities, such as calls, meetings, or deliveries. The activity types and questions are set a global level for the company and determined by the CRM Activity Typescontrol maintenance record.

You can then use the CRM Activity Report to review entries by date range to better manage your customer relationships.

To log a CRM activity:

1. From the Orders menu, select CRM Add Activity.

2. In the Customer field, enter the customer name for which you want to log an event.

3. In the Activity Type field, select the type of even you are logging, such as Call.

4. In the Contact field, select the customer representative for whom you are logging the event. For example, if logging a call, indicate the person to whom you spoke.

5. Select the Requires Followup? check box if another call or contact is required.

6. Use the Followup Date and User fields to indicate when and to whom you are following up.

7. Use the Followup Comment field for any notes about the next contact you need, such as Customer needs more information about lighting options.

8. Use the Activity Questions and Answers area to complete the standardized questions.