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Follow-ups

Follow-ups
For the development of your business as well as your resale activities in addition to maintaining relationships with your active customers, follow-up lists are important.

They allow you to obtain the dates, the notes, the comments related to your contact to make your follow-ups.

The Collabox gives you all the tools you need to track your customers and prospects effectively.

You have access to these lists when you subscribe to the CRM.

List of follow-up dates on mobile device

By Contacts, Follow-ups, Your CRM

Do you use our CRM?

If the answer is no, we invite you to take an overview of the module Contacts to see all the advantages of our CRM.

If so, you probably know that it is possible for you to define one or more follow-up dates for each of your assigned contact persons. They are also of great help to you, we know something about it!

The list of follow-up dates and its display is totally adapted to your mobile devices. So you can easily consult it wherever you are. To find it on your smartphone or tablet, open the main menu of Collabox and select Contacts.

You will come across a page allowing you to perform a quick search or a specific search in your contacts. At the bottom of the page, click on the link List of follow-ups to search for traces based on a predefined period of time.

Select the time period that interests you. A new page will open and display the clients, as well as the follow-up dates that correspond to this period.

If you want to do a new search, click on the drop-down menu, p uis, select a new period.

Email and SMS notifications

By Contacts, Follow-ups

Email and SMS notifications

Appointments, projects, tasks, follow-up of files, dinners, team meetings, dentist, soccer games … When you have to juggle all this, you have to be a real pro of the agenda … And even!
Did you know that you can receive notifications from Collabox for several features so that you don’t forget anything? This article is for you!

How do we activate these alerts? Follow the guide, it will only take you 1 minute.

In the vertical menu on the left of your screen, click My preferences under the section Preferences .

Collabox vertical menu

Go to the tab Advanced Preferences of the page My preferences .

Page My preferences

Locate the section Notifications. You will see all the features for which it is possible to send a notification by email or SMS. They are as follows:
– Assignment to a project
– Decommissioning to a project
– Production of a project
– Assignment to a task
– Assignment to an appointment
– Appointment reminder
– Reminder of contact follow-up dates
– Task completed

All you need to do is check the box corresponding to the type of alert you are interested in, save the changes and you will start receiving them automatically.
* Please note that charges may apply when you receive SMS notifications. Chat with us to find out about package options.

Advanced preferences tab, page My preferences

Particularity of follow-up dates

Before, you only had the possibility of determining a date to follow up on a client file. With our new update, you will also be able to choose a reminder time (which will appear as a notification) in a contact card in the same place as the follow-up date.

For the reminder to work, make sure you have checked the box. Allow to create contact follow-up date reminders , in your preferences. Also, if the follow-up time is midnight (00:00), the reminder will not work. You absolutely have to choose another time.

There you have it, one less puzzle!

Create a prospecting list and update it

By Contacts, Follow-ups

You can easily create prospecting lists , but also update them to reuse them year after year.
Here’s how to do it in a few steps
To create a prospecting list, go to the “Contacts” tab, select “Prospecting lists”, then click on “Add a prospecting list”.

Page Prospecting lists

Name the list , then click “Save”. To add contacts, click on “Add contacts”. You can choose to Add a contact :

Page Adding a contact

… or import a contact :

Importing a contact

To proceed more quickly, use the “Contact search” tool to search for customers by city or zip code grasped :

Page Contacts search

Select clients that you want to add to an already existing list or to a new list.

Page Contacts list

Then with the drop-down menu “For selection…”, go down to the “Prospecting” section and choose the desired option .

Scrolling menu
Page Contacts list

There you go, your list is complete!

For rearrange your list easily, you just have to click and drag (“drag and drop”), on computer as on mobile devices!

Click and drag on mobile device

Prospecting lists

By Contacts, Follow-ups

Dear salespeople, are you planning to go on a prospecting tour soon? Are you already anticipating omissions, misunderstandings, lost memos along the way? We’ve got you covered! Thanks to the Collabox, you will be able to plan your routes efficiently and leave with peace of mind.

You can now create prospecting lists on the Collabox. Access your prospecting list, the contact details of your contacts and the comments left in their contact files anywhere and anytime! 

We give you an overview of these new tools.

To access prospecting lists, go to the module Contacts , then click Prospecting lists in the vertical menu.

Collabox vertical menu, section Contacts

You will see all of the prospecting lists that you and your colleagues have created.

Page Prospecting lists

 

When you click on the name of one of the lists, it opens with a detailed list of contacts (2), ranked in order of priority (1), with emails (3), a follow-up date (4) , follow-up date (5) and sections (6).

Page Updating a prospecting list

Let’s look at each of these elements in a little more detail.

  • The priority order , located to the left of your clients’ names, is changed at any time. It is used to place in order the people you are going to visit according to their geographical position or their availability to meet you.
  • The follow-up dates are displayed in blue for upcoming follow-ups, in red for follow-ups whose date has passed, in green for today’s date.
  • The ”  Note date followed  »Is permanently displayed directly in the list.
  • The icons  allow you to access the history of comments entered in your client’s file and to write new ones. Comments are displayed from most recent to oldest.
  • Sections are used to divide the list into several sections that you can name and date.

Interesting little shortcut  : In a customer’s contact card, you can click on the ”  Google  Which will redirect you on Google Maps to your customer’s address.

Page Updating a contact
Mobile device version

We have also adapted the display of prospecting lists so that they are pleasant to view on a mobile device .

List preview on mobile device

The prospecting list is displayed like this. By default, you only see your own prospecting lists. To also see the lists of your colleagues, click on the link All the users .

Page Prospecting list
Mobile device version

The initials of each of the sellers will appear next to the name of their listings.

Page Prospecting list from all sellers
Mobile device version

Click on one of the lists to consult it. There are two differences between the mobile version of this page and the desktop version:

1. Sections are displayed in black.

2. The follow-up dates are clickable. They take you to a new page which allows you to directly edit the last note you left as well as the follow-up date.

Page Updating a prospecting list
Mobile device version

The new follow-up note and date edit page is available exclusively in a mobile version.

Track note and date edit page
Mobile device version

The comment history is displayed as follows:

Page Comments for contact:[nom du contact] Mobile device version

… and adding comments like this:

Page Adding a comment to the contact[nom du contact] Mobile device version

* It is even possible to record a comment by saying the message out loud. No more excuses for texting while driving!

Check out our article to find out how create or update a prospecting list.

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