Overview of the Advocate
The Advocate Selling System is designed to maintain frequent engagement with contacts who actively support and promote your business. When a contact is assigned to this selling system, suggestions are automatically generated based on the configured interval.
Advocate (Starting Interval Day: 7 – Weekly Check-in)
Suggestion Generation
When a contact is created under the Advocate Selling System, a Weekly Check-in suggestion will be automatically created after 7 days.
This check-in helps users stay closely connected with advocates, strengthen relationships, and encourage continued support and referrals.
Once generated, the suggestion will appear on the Follow-ups page for action.
When the Weekly 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, the next suggestion will still be automatically created according to the interval.
Users can complete both current and past due activities at any time.
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