Activity History by Contact in Business App
complete
Gabriel Tsoi
Business App users can capture and store various types of activities and associate them with their contacts
As part of our efforts to become the system of record for our customers, we are working to improve the way we capture and store customer data on the platform. In addition to the new Contact and Company models, which respectively capture information about individuals and organizations, we also have an activity model that captures related events, such as calls, meetings, emails, and many more.
To improve upon this current functionality, we plan to develop a new CRM activity model to better serve our platform users.
Business App Users will be able to:
- Create, read, update, and delete the contact’s activities
- Able to find contacts based on the contact’s activities
- Support other services and vendors to extend and update the activities model
Log In
Jehan Zouak
complete
Log and view activity by Contact in Business App's new CRM, available today Join us for Vendasta Connect this afternoon to learn all about it.
Jehan Zouak
Merged in a post:
Provide an Activity and Engagament Log
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Thomas Mueller
Currently it is impossible to see how active and engaged our customers are with. the business app and all apps from the business toolkit.
It is very beneficial for customer retention, upsell, cross sell to know in detail on how the customers are engaged and using the app actually.
This could lead to more intelligent ad dynamic automation of customer activation and retention eMail campaigns or account manager involvement.
D
Derek Fox
Let's gooo!! I can't wait
Gabriel Tsoi
in progress
Gabriel Tsoi
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