Overview of the Connector
The Connector Selling System is designed to maintain periodic engagement with contacts who can help expand networks and create new opportunities. When a contact is assigned to this selling system, suggestions are automatically generated based on the configured interval.
Connector (Starting Interval Day: 90 – Quarterly Check-in)
Suggestion Generation
When a contact is created under the Connector Selling System, a Quarterly Check-in suggestion will be automatically created after 90 days.
This check-in helps users stay connected with the contact, nurture relationships, and explore potential referrals or collaborations.
Once generated, the suggestion will appear on the Follow-ups page for action.
When the Quarterly Check-in suggestion is created, a reminder notification will be displayed on the CRM Dashboard.
This ensures users are 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 time, 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.
This process ensures that follow-up activities continue to be scheduled while allowing users to easily track and manage any overdue tasks.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..
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