CRM Customers

Activities

In CRM, an activity is any type of interaction that involves your customer:

• A Call
• An Email
• A Meeting
• An On-Site Inspection

A full list of all customers activities can be accessed from the Dashboard (Home Page).

A Client specific list of activities can be accessed from the Customer Dashboard (Customer Home page), as set out below

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

Access Client Specific List of Activities

1. In the Dashboard (Home page),
2. Click on the Customers tile.

1. The Customers listing page will open.
2. Click on the customer icon in the View column.

1. The selected Customer Dashboard (Customer Home page) will open.
2. Click on the Activities tile.

1. The Activities for [Customer Name] page will open listing all the activities linked to this customer.
2. The Page Reference field notes how many activities there are and on how many pages.

View Activity Action Buttons

3. Hover over any activity to display the activity Action buttons:
   • View / Edit this Activity
   • Reschedule this Activity
   • View Case Info and History
   • Close this Case
   • Next Action (close current activity and create new activity)
   • View Customer
   • New Quote
4. Any greyed out activities are linked to a different salesman - Action buttons will not be available and you cannot edit these activities.

View Summary of Activity Information

1. Single click on an activity, to access a quick view summary of the activity information.
2. If the selected activity is linked to yourself then this single click will also keep the Action buttonsconsistently displayed in the selected activity frame.