Next Step & Logs
Next Step & Logs
Logs can be recorded for customer relationship management. Note that logs cannot be exported.
Recording the past is not enough for customer relationship management.
Managing the future will help improve your team's sales performance.
Search a contact who you want to record in your contacts and open it.
Enter [date] and [time] in the [Next step date] field.
Enter the details in the [Content of next step/Remarks] and save.
Click [Add a new log].
Enter the details of your activity and save.
To use FranDo CRM you need to sign-in with custom sub domain of business account or you can Switch Account after sign-in.