Overview of the Climber
The Climber Selling System is designed to maintain steady engagement with contacts through regular follow-up activities. When a contact is assigned to this selling system, suggestions are automatically generated based on the configured interval.
Climber (Starting Interval Day: 30 – Monthly Check-in)
Suggestion Generation
When a contact is created under the Climber Selling System, a Monthly Check-in suggestion will be automatically created after 30 days.
This check-in helps users stay connected with the contact, monitor progress, and strengthen ongoing relationships.
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 aware of 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 defined 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.
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