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Cómo utilizar los campos de acción siguiente en un registro de oportunidad

Introducción

Después de crear una oportunidad o asignársela automáticamente, usará el registro de oportunidades para mantener un registro de la comunicación y el progreso a través del proceso de ventas. Las próximas fechas de acción pueden ayudarle a rastrear compromisos de tareas relacionadas con el proceso de ventas directas, sin embargo, no hay forma de asignar la "acción siguiente" a otro usuario de Infusionsoft. Si necesita delegar, debe crear una tarea para la persona en su lugar. Las fechas de la próxima acción de Opportunity aparecerán en su calendario de Infusionsoft como citas en My Day (Tenga en cuenta que no aparecerá en la sección de citas de la pestaña "Working" en My Day).

Próxima acción Fecha y notas
Utilice esta área para ingresar un resumen y una fecha para el siguiente intento de seguimiento manual (es decir, llamada telefónica, carta, reunión, etc.). La siguiente fecha de acción se utiliza como criterio de búsqueda cuando se crea una lista de oportunidades. Las notas le recordarán los detalles (por ejemplo, llamar para programar una demostración).

Instrucciones paso a paso

1 - Revise el siguiente resumen y fecha de acción.

2 - Haga clic en Añadir una nota al historial de esta Oportunidad para tomar notas sobre una interacción reciente con la perspectiva y actualizar la siguiente información de acción según sea necesario.

3 - (Opcional) Marque la casilla de verificación al lado ¿Desea cambiarla? Para actualizar el siguiente resumen y fecha de acción. Ingrese el nuevo resumen de acción siguiente y la fecha de seguimiento.

4 - Haga clic en Guardar para agregar la nota al historial de oportunidades y actualizar la siguiente información de acción.

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