This video was requested by one of our users. We show you how you can schedule an activity/ reminder for your account manager to be triggered when key dates such as warranty renewals are met.
It focuses on our Action Plan and Conditional Action Plan features. These features can be used with both our standard fields and custom fields. Tom used a custom field in this video, but the process is exactly the same if you were using one of our standard fields.
To find out more about using Action Plans, please have a read through this FAQ. If you still have questions after reading through that or just want to chat about an Action Plan you’d like to set up, please just click to chat with one of our team.
If you’ve got an idea for a Tuesday Tip or FAQ, please get in touch. Just click to chat and let us know what you’d like to see.
Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.
Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?