Hi,
I’m not new with CRM but brand new with suiteCRM. And I have a simple question and a use case for you:
I’m working on a sales opportunity. There are accounts and contacts and meetings and phone calls and contracts and all works as it should. But I have no timeline, in which I can see, what I did and what to do with my customer at one place.
How are you handling the following:
- I’ve a phone call with my customer. I want to scribble the results down.
- I send a contract. The fact, that I did this should be visible at once.
- I get an info from my colleague, that he met my customer and I want to write this in a short notice.
- Tomorrow, when I will call my contact, I want to have all this events on my screen for not forgetting something.
- I don’t want to step in the list of calls, and then in the list of notes and then in the list of contracts.
- I just want to have the timeline of all activities concerning this opportunity on my screen, perhaps inside of my opportunity dialog box?
like this:
17/02/20 phone call with Dr. Muller from Intel.
Note: he is happy, wants the new contract, new call tomorrow
17/02/20 contract V2.3 sent to Dr Muller from Intel
Note: changes: support for free
17/02/20 note: John met Dr Muller yesterday
Note: Dr Muller told him about his daughter, she is ill
17/02/21 phone call with Dr Muller from Intel planned for 10.30am
Could you explain me, what to do? Or what is best practice? May I use the activity monitor filtered for this opportunity only?
Thank you for helping me with this Newbie topic.