Can I make an activity for a client?
Hi,
I'm currently searching for a CRM program that could be combined with Google Apps. Zoho is the one! :)
But, I need a little plugin or possibility for my sales that includes following opportunities:
1. Create activities associated with my client.
2. For example I set up a list of clients who I am planning to call today.
3. When I make a call, I would like to click completed and write a text about our conversation under the client profile.
4. Now I would like to put next date to that client when I have to call back to him that I wouldn't forget.
5. Let's imagine the date is 1 month later. I open the date 1 month later and his activity is shown there with all the information and conversation text that I have spoken with him.
I tried to search the opportunity here in Zoho, but I didn't find it.
That's why I posting a topic to ask from you smarter people about this possibility.
Thank you very much.
Viljar