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.

Activity Types configuration

Go to CRM app and navigate to Configuration ‣ Activity Types. Hit the button Create.

Activity Types menu crm Viindoo

Enter the information. See details for Activity Types Configuration here.

Config activity type crm Viindoo

Schedule customer care activities in Lead/Opportunity

Go to CRM app, select the desired Lead/Opportunity, hit Schedule Activity.

Schedule Activity crm Viindoo

Enter all the information and hit Schedule. See details for Schedule Activity here.

Activity scheduling details crm Viindoo

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.

  • Yeallow: activity in current day.

  • Red: out of date.

Schedule an activity crm viindoo

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.