We often have need to send recurring reminders to our various users or customers from CRM. You can do this using a simple solution. By creating a task to start the reminder.
Activities play an important role in daily business operations. Activities can be either time bound calendar events, such as meetings, seminars, appointments, etc. Or status bound tasks, such as sending status reports to a manager, sending an email to a customer, and so on.
In the Krypton Power portal, most of the records have activities as a related list for a better 360-degree view. You can associate activities with modules, such as leads, accounts, contacts, potentials, campaigns, etc.
For tasks, you have the option to choose the type of reminder you want. For events, both the reminder options are enabled while adding an event. The calendar can be customised to your business including different reminder options. In your calendar preferences, users can choose to add, view, edit or delete tasks and activities.
Call to Action - Contact us today to discuss the benefits of the Krypton Power CRM for your business.