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.

Configuring your Collabox: the opportunity table

By Configure your Collabox, Contacts, Follow-ups, Your CRM

One of the features offered by Collabox CRM to manage your sales in real time is the opportunity table.

Efforts to acquire new customers are among the activities that must be constantly reviewed and updated. Management tools such as the CRM (Customer Relationship Management) are therefore becoming essential in the search for sustainability and growth of companies.

Efficient and customizable, the Collabox opportunity board allows you to “click and drag” and dynamically process your sales opportunities. At a glance, visualize a “sales funnel” by customer, by product, by amount or by service sold.

The basic steps for configuration are as follows.

Step 1

Types of intervention contact

Turn your Collabox CRM into a memory aid.

First, create your own types of interventions to keep notes on the products/services that have been presented to prospects. All this in order to obtain very detailed reports of your salespeople’s activities, among others by Solicitation report.

The following are examples of the types of interventions:

  • Telephone prospecting
  • Video conferencing
  • Email prospecting
Types of intervention

Contact qualifications

Then label the contacts, for example “A” or “Platinum“. Collabox gives you the possibility to customize your tracking system. By categorizing your contacts, you will be able to sort them according to their order of importance.

Examples of Contact Qualifications:

  • GOLD
Types of contact qualifications

Opportunity products

Then, make a directory of all your products or services to follow up and find out the potential revenue per opportunity.

First, go to the “Opportunity Product” tab in the left menu. Then add a product.

Types of opportunity products

Opportunity statuses

In the methodologies related to the use of a CRM, it is recommended to use a BOM system to help track the evolution of sales opportunities.

Opportunity status” is a term used to describe a factual situation regarding a potential sale. This way, it is easier to determine at a glance the different statuses of the sales opportunity according to the stage of the sales process in which it is located.

Create your own BOM or use the one proposed by the Collabox.

Here is an example of nomenclature:

Types of opportunity status


Finally, the procedure for customizing the opportunity status nomenclature is available here.

2nd step

When your initial configuration is complete, perform step 2 from the contact form. Each tab will give you the ability to customize the contact management experience.

Assignment of “sellers ” to the contact

First go to a contact record and select the “Assignments” tab. Then check the employees who will be able to manage the selected contact.

Contact qualification

Then select the “Info” tab of the contact. Then choose the appropriate qualification type for that contact.

Follow-up date

While remaining in the “Info” tab, then add a follow-up date for the contact in the “Seller” box.

You are now ready to use the CRM function of the Collabox!

If you have any questions, do not hesitate to contact us, we will be happy to answer you. (418) 907-9274

List of follow-up dates on mobile device

By Contacts, Follow-ups, Your CRM

Get a list of follow-up dates for each of your assigned contacts via your computer or mobile device. Our CRM has all the advantages for a complete management of your business! You can take a look at the Contacts module for more details.

List of follow-up dates on mobile device

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.

Visual of the home page of the Contacts module on mobile devices.

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.

Visual of the Follow-up List page

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.

List of follow-ups : to come

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

If you have any questions, please contact us and we will be happy to answer you. (418) 907-9274

Email and SMS notifications

By Contacts, Follow-ups

Email and SMS notifications

Receive notifications from Collabox for several features so you don’t forget anything. Whether it’s for appointments, projects, tasks, file follow-ups, dinners, team meetings, or soccer games, Collabox is there for you.

How to enable notifications

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

Then go to the Advanced Preferences tab.

Locate the section Notifications. You will see all the features for which it is possible to send a notification by email or SMS.

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.

Particularity of the follow-up dates – contacts

You can also choose a reminder time (which will appear as a notification) in a contact’s record 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.

If you have any questions at any time, you can contact us and we will be happy to answer your questions. (418) 907-9274

Update a prospecting list

By Contacts, Follow-ups

You can easily update a prospecting list. First, create your prospecting lists that you can reuse year after year.

Create a list

To create a prospecting list, go to the “Contacts” tab, select “Prospecting Lists” and 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!

Update a prospecting list

Reorganize your list or update it easily. You just have to drag and drop, on computer as well as on mobile devices, the different prospects.

Click and drag on mobile device

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Documentary Blog to continue using the Collabox!

If you have any questions, please contact us and we will be happy to answer you. (418) 907-9274 ext. 120

Prospecting lists

By Contacts, Follow-ups

Dear salesmen, you are planning to go on tour and need prospecting lists? 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 individual files anywhere and anytime!

Prospecting lists

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 ” Follow-up date note ” is permanently displayed directly in the list.
  • The icons allow you to access the history of comments 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 shortcut: In a customer’s contact record, you can click on the ” Google ” icon which will redirect you to Google Maps at 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 Add comment to contact [contact namentact]
Mobile device version

It is even possible to record a comment by dictating the message aloud.

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

You can also watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you. (418) 907-9274

Operation follow-ups

By Contacts, Follow-ups, Your CRM

The Collabox at the service of effective teamwork!

The operation follow-ups allow you to assign a task related to an intervention in the“Contact Form”. This function optimizes collaboration between colleagues and avoids numerous email exchanges to delegate a task or a follow-up to a client.

In the Contact Form, you will find at the bottom right, the block that allows you to create your operation follow-ups.

1- Choose the user for whom the tracking is intended

2- Indicate a due date and/or a follow-up priority, according to your working methods

3- Write your comment in relation to the operation, this one will describe what you ask for as a follow-up of the operation

When a new follow-up is assigned, an exclamation mark will appear next to it until it is accessed by the designated person:

We’ve also added the ability to change the follow-up due date.

The operation follow-ups can be found in the calendar, whether by day, week or month.

You just have to check this box exclusive to the CRM Module:

Watch several video tutorials on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you. (418) 907-9274