In the lead details section for a customer, you will see all their details, documents gathered, proposals submitted etc. After sending the proposal, you will follow up with the customers. As per their response you can regularly update the status of that customer, by going to “Update Data >> Update Status”.
In the update status pop-up, you will be able to define the current status, next action to be taken and when that action should be scheduled.
Once you update these details, they will immediately reflect in the “lead details”.
Also, you will get a email reminder on the scheduled date for next action. Fuzen CRM will send you a ‘Todo List’ email on daily basis, listing all the activities that are now pending as per the schedule in CRM. You can also see the email and contact number of your customer in the same todo list email.
You can follow this email as a checklist for closing all the pending tasks at your end, on a daily basis.
The dropdown options for status, next action etc. are configurable in the solar CRM. The todo list email and other email notifications can also be customized as per your preferences. Please contact our support team if you want to customize them for your CRM dashboard.