Associated Calls with Tasks
Within the leads module we've created a workflow such that whenever a new lead is created or pushed into the CRM a new task is automatically created: 'Phone Lead'.
We plan to eventually integrate our phones into the CRM - so when the task 'Phone Lead' is due our staff will pick up the phone and make a phone call, this should then be captured by the CRM and they can update accordingly. There's a few of issues:
a) In this scenario the Task is the parent and the Call is the child - they both need to be cross reference with each other or associated with each other so they the user can easily toggle between both. At the moment they're distinct activities when infact the Task creates the Call.
b) This is quite important because in some cases our staff will contact a lead and the contact won't be available - they may gather additional information (like the best time to call back). In this scenario the Task 'Phone Lead' hasn't really been completed as they haven't spoken to the point of contact, so the due date would need to be amended; but again we need to log the Call within the task so users can easily see all the related information,
Any ideas?
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We plan to eventually integrate our phones into the CRM - so when the task 'Phone Lead' is due our staff will pick up the phone and make a phone call, this should then be captured by the CRM and they can update accordingly. There's a few of issues:
a) In this scenario the Task is the parent and the Call is the child - they both need to be cross reference with each other or associated with each other so they the user can easily toggle between both. At the moment they're distinct activities when infact the Task creates the Call.
b) This is quite important because in some cases our staff will contact a lead and the contact won't be available - they may gather additional information (like the best time to call back). In this scenario the Task 'Phone Lead' hasn't really been completed as they haven't spoken to the point of contact, so the due date would need to be amended; but again we need to log the Call within the task so users can easily see all the related information,
Any ideas?
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You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizingZoho CRM Digest - February 2024
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Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
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