The Milestones section in an accountable CRM highlights important dates like anniversaries and birthdays of your contacts, ensuring you never miss an opportunity to celebrate and strengthen client relationships. Receive timely notifications to stay engaged and maintain a personal touch with your contacts.
Steps To Create A Birthday Milestones:
Once you enter the application, click the quick action button in the bottom left corner. Click on "Contact" within the quick action button.
To create a new contact by entering the required details and enter the contact's birthday and click save.
From the Scoreboard :
Once you are logged in to the platform, click "Follow-Ups" in the top navigation.
Select "Follow-ups" from the navigation menu bar under the main navigation.
Based on the selected tab filter, the content is displayed in the grid table.
Today – View tasks and follow-ups due today.
Past Due – Catch up on anything overdue.
Future – Preview what’s coming up.
Click Today, Past due or Upcoming to see all tasks due on the current date. Each row displays the contact name, task type, title, description preview, scheduled time, and due status.
You will receive a reminder through the global notification in the top navigation bar. Clicking the popup notification will automatically redirect to the Follow-Up page.
The following action icons ae,
Click the Email icon to send the Email to the contact.
Click the Phone icon Get quick call.
Click the Three dot icon to record the milestones.
Use the checkbox option to select one or multiple contacts at the same time.
Click the Tick icon to send the email.
Snooze icon (Available only for Opportunity)
Delete icon (Its not available for milestones and opportunities)
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.