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 (or the plus (+) sign) in the bottom left corner. Click on "Contact" within the quick action button.
To create a new contact by entering the required details and select 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 Tick icon to mark it as completed.
Click the Calendar icon to change the task date.
Click the Edit icon to update the task details.
Click the Delete icon to permanently remove it.
Use the checkbox option to select one or multiple contacts at the same time.
Click the Tick icon to mark it as completed.
Click the Snooze icon to postpone a task or follow-up by selecting a new date.
Click the Delete icon to permanently remove it.
Steps To Create A Anniversary Milestones:
Once you enter the application, click the quick action button (or the plus (+) sign) in the bottom left corner.
Click "Contact" and create a new contact by entering the required details.
Now, select the contact's anniversary and click save.
Click "Follow-ups" in the top navigation bar.
Using the filter above the dashboard to check "Today’s" , "Future" ,and "Past Due" anniversary details.
Using the filter and click "Milestones", you can sort the details by birthdays and check today’s, future, and past due anniversary details.
You will receive a reminder through the global notification in the top navigation bar.
Click the birthday notification, and you will be directed to the follow-up section, where you can view the anniversary details.
If you have any issues using a contact filter or would like to ask questions regarding follow-ups, please let us know using our Coach-on-Call feature.
- 90-Day Sales Support