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.
-
SugarCRM Customer Portal in WordPress - CRMjetty
Reduce Operational costs and improve customer satisfaction with our SugarCRM Customer Portal by empowering unlimited customers with access to advanced knowledge base, robust ticketing system & all def...
-
Business Accounts & Partners
Need to add a company to SugarCRM, but it's not really a customer or prospect? Want to track your interactions with your partners, PR teams, suppliers, and other non-customer accounts? Stop mixin...
-
Sage 50 UK Integration - SYNC by Commercient
FEATUREDYour ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!
- Show more addons