Page 27 - CRM Document rev2 I have NO clue
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What Is an Activity
An activity within Dynamics can be broken into 5 different areas all of which are either related
directly to a customer account / customer contact. Traditionally in the past these types of activities
would have been entered a Sales Planner / Day timer. As we move into more of a digital environment
we now ask that these entries are entered Coromants CRM.
6) Appointments Outlook / Dynamics “considered as mandatory “
7) Phone Calls to Customer contact *
8) Tasks
9) Emails
10) Savings Activity
*Role based
3.1 Appointments
Appointments can be a singular Appointment or recurring Appointments with the
same customer or customer contact. Regardless of which type is used they both have the same
minimum requirements
Creating the Appointment
1) Subject of the appointment
2) The set regarding feature – Account name
3) Customer Visit – Yes / No
a) If this is an actual visit to the customer YES must be selected
4) Objective
5) Customer Contact
6) Start date / time
7) Duration ** Works Council
8) Brief description of the objectives of the appointment
Closing the Appointment
1) Entering the result of the appointment
2) Any comments
3) Was the objective successful
4) Was there any result value in sales to the appointment?
5) Can the appointment be converted into an opportunity?
6) Duration change?
7) Mark completed
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