Get Organized and Planning for customer care activities¶
The feature Schedule Activity in CRM app helps to track the information exchange with customers and make a plan for customer care activities.
Requirements
This tutorial requires the installation of the following applications/modules:
Viindoo CRM
Activity Types configuration¶
Go to CRM app and navigate to
. Hit the button Create.![Activity Types menu crm Viindoo](../../../../_images/02-kieu-hoat-dong-crm-viindoo.en.jpg)
Enter the information of Activity Types.
![Config activity type crm Viindoo](../../../../_images/03-thiet-lap-kieu-hoat-dong-crm-viindoo.en.jpg)
Schedule customer care activities in Lead/Opportunity¶
Go to CRM app, select the desired Lead/Opportunity, hit Schedule Activity.
![Schedule Activity crm Viindoo](../../../../_images/04-an-dinh-hoat-dong-crm-viindoo.en.jpg)
Enter all the information and hit Save for create a new Schedule Activity.
![Activity scheduling details crm Viindoo](../../../../_images/05-chi-tiet-an-dinh-hoat-dong-crm-viindoo.en.jpg)
You can also schedule customer care activities on Lead/Opportunity Kanban view by hitting Overdue icon. The color of Overdue icon will show you schedule activity status:
Green: activity in the future.
Yellow: activity in current day.
Red: out of date.
![Schedule an activity crm viindoo](../../../../_images/01-tao-hanh-dong-trong-co-hoi-crm-viindoo.en.jpg)
After the activity is created, you can see the notification. Locate to the Clock icon, which is found on the main menu on the right-hand side. Hit the icon to show the list of undone activities.