Six columns
New customer, open request, in touch, time to call, going quiet, gone. Two of them are worked out from the data every time the board opens.
Keep existing customers in the follow-up plan.
Identify accounts that need attention and schedule regular tasks, emails or calls for each customer.
Available capabilityIncluded capabilities
Customer follow-up frequency
Every 14, 30, 60 or 90 days, set for each customer.
How to reach them
A task for a person, a reminder email, or a call from the agent.
Daily contact limits
A daily limit prevents more than five scheduled follow-up actions for a customer.
The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.