Overview of the Promoter
The Promoter Selling System is designed to maintain consistent and long-term engagement with contacts through scheduled follow-up activities. When a contact is assigned to this selling system, suggestions are automatically generated based on the configured interval.
Promoter (Starting Interval Day: 30 – Monthly Check-in)
Suggestion Generation
When a contact is created under the Promoter Selling System, a Monthly Check-in suggestion will be automatically created after 30 days.
This check-in helps users stay connected with the contact, maintain relationships, and explore ongoing opportunities.
Once generated, the suggestion will appear on the Follow-ups page for action.
When the Monthly Check-in suggestion is created, a reminder notification will be displayed on the CRM Dashboard.
This ensures users are promptly informed about upcoming follow-ups and can take timely action.
Interval Behavior
Suggestions are generated based on the configured interval schedule.
If the activity is not completed within the due timeframe, it will be marked as Past Due on the Follow-ups page.
Even if the previous activity is not completed, subsequent suggestions will still be automatically created as per the interval.
Users can complete both current and past due activities at any time.
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