Дмитрий Соловей

26 янв 2023 26.01.2023

Календарь потребностей в CRM

В рамках CRM системы сделал так называемый календарь потребностей.

По сути, это календарь, который взаимодействует с данными из CRM системы, и если реализованные сделки имеют цикличность, например выдается документ сроком 1 год, или что-то подобное, то событие о продлении документа, автоматически будет вноситься в календарь.

Таким образом всегда можно отслеживать повторные сделки и не забывать реализовывать их.

Также календарь используется для отслеживания сроков платежей, назначения встреч и других событий — для этого есть фильтр по типам событий.

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