That way all communications are saved in the system. Just make sure you CC CRM email box while replying to customer to tell the module that it? Source that can be phone call, meeting, fax or email. You have ability to send emails directly from activecollab by clicking on Send Emails button from User Profile and state Subject with email description.
Easy CRM allows you to improve the communication with the customers by keeping maximum information about the customers, relationship with them, and store maximum data by using extended profile. Main features of the module incorporated in a C3: CRM Sources you can manage the list of sources that are shown at User Profile in Extended info. The system will check this email frequently, so that you need Frequent Tasks be set up in the system, and activecollab associate automatically the email with the customer. CRM email box when you send emails to customer, and customer should receive emails from email box that is stated as CRM box in activecollab. s automatically added as a Lead into system Project Request is created with details from email. Just set Title, Description, Date and Time, incoming or outgoing and ? If description is big and you want to read it, just click on the title link that brings popup with all communication details.
They’ve got doctors, nurses, social workers, psychologists, health education officers, and they offer case management.
You don’t need to take your Medicare card, the staff members are friendly, non-judgemental, and used to working with young people.
Budget History is saved in the system from the moment project request is created in the system.
It will be automatically saved as outgoing email under this user profile.
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You can convert such a user into a real customer easily. In order to convert a Lead user into a real customer, go to the user? s and social media accounts (twitter, facebook, linkedin). s life by watching his news on facebook and twitter (of course if his account is public): To keep maximum information, we have added several more fields to the profile that are optional, but will help you to store some background, notes and source where your customer or lead came from. add client Birthday date to repeat every year: You can add as many dates as you need. CRM is the main tab at user profile to keep all the communications between manager and customer.
t be able to login to the system, but in the meantime you will be able to track all the conversations with him, and keep necessary information. Compared to the default active Collab 3 profile, now you can add more than one phone number to the contact details: Add several AIM?
Just like anyone else, young people under 18 years of age have the right to confidential health care.