Figuring out who to follow up with next just got a whole lot easier with Contact Indicators. Another fine add-on from Atcore Systems, this addition brings an easy to view last-contacted indicator to the list and detail views of Leads, Contact, and Accounts.
For example, I want to reach out to my contacts roughly once a month. At the very least maybe every two months. To match that desire, I configure the add-on to show a green icon for the Contacts module if I have reached out within the past 30 days, a yellow icon if within 60 days, and red if over 60 days. Now when I search for all my contacts I can see who I have contacted and how recently.
Whether it was by phone, email, or an in-person meeting I'm able to quickly see how recent each contact was. The column is also sortable making it a breeze to work through the list backwards so that those who haven't been contact in awhile (or at all) show up at the top. Then I can just start working away.
Reduce the time it takes to figure out who to call and make sure no one gets missed by adding this solution to your toolbox. Purchase Contact Indicators today before any more clients or prospects slip through the cracks.
Mobile CRM - FynCRM Best SuiteCRM Mobile App
We are living in a Mobile world, is your CRM part of it? FYNCRM – THE WORLD’S MOST POPULAR SUITE CRM MOBILE APP. FyNCRM helps you to access leads and close sales at your Fingertips. It’s FREE. Just install the app and turn your prospects into Customers!
A bi-directional file sync between Alfresco and SugarCRM (self hosted or On Demand).
SugarCRM Login Tracker
It is not what the software does, it is what the user does with the software that makes your CRM software successful in your business. Track sales and service productivity by seeing how often users of your SugarCRM or SuiteCRM system are logging in, and how often.
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