Next Step & Logs
Logs can be recorded for customer relationship management. Note that logs cannot be exported.
Record the past and future
Recording the past is not enough for customer relationship management.
Managing the future will help improve your team's sales performance.
Record the next step
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.
Record the logs
Click [Add a new log].
Enter the details of your activity and save.
※The log will show the name of the member who recorded it, as well as the date and time.※Logs only allow [Add] and [Delete], not [Edit].