Actions

actions-mainActions help you track all contacts with a prospect to aid and enhance your solicitation efforts.  ClearView CRM Mobile makes it easy for you to monitor your scheduled actions across all of the prospects in your portfolio.

Navigate to a particular prospect record and review the history of interactions with your organization.  Determine your next move, and schedule a new action with the prospect right from the Prospect Summary.  Optionally send the action to your own calendar.

After you are done with an action, record your contact notes and mark the Action record as complete.


Print