Overview of the New Client
The New Client Selling System is designed to ensure consistent engagement with newly added contacts through scheduled follow-up activities. When a contact is assigned to the New Client Selling System, suggestions are automatically generated based on the configured interval days.
New Client (Starting Interval Day: 7)
Suggestion Generation
When a contact is created under the New Client Selling System, the first suggestion will be automatically created after 7 days.
The generated suggestion is a Weekly Check-in, which encourages users to reconnect with the client and maintain regular communication.
Once the suggestion is created, it will appear on the Follow-ups page, where users can review and complete the activity.
When the Weekly Check-in suggestion is generated, a reminder notification will also appear on the CRM Dashboard.
This notification helps users stay informed about upcoming follow-up activities and ensures that important client interactions are not missed.
Interval Behavior
Suggestions are generated according to the configured interval schedule.
If the activity is not completed on or before the due date, it will move to Past Due on the Follow-ups page.
Users can still complete the activity even after it becomes Past Due.
This system helps maintain regular weekly communication with new clients, ensuring better relationship management and timely follow-ups.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
- Accountable Support