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I'm looking to get some ideas on how others use the activities tab.  We generally use this when field staff submit possible opportunities and time corrections.  The issues section, more so, becomes a “To Do” list for us.  I'm wondering how we can be utilizing this tab in a better way,  and opening up other uses for it. Thanks for any input.

We use it to track client communications and when they will need to be reached out to again. 

​@SamaraGreen - we also utilize tasks to track our CRM’s activity with clients. We are having trouble however finding a way to show clients how haven’t been touched in a specified timeframe. We essentially want to be able to create a list for each CRM with all of the properties in their book of business and show the last meaningful client interaction, so we can create awareness of clients that haven’t been touched at all or within say the past 14 days. Have you found a way to do this?

We don’t necessarily want to create future tasks for all of the CRM activity down the road because it seems it will just clog and make things look messy.

Any tips or suggestions?

I assume you can run a report for clients with no activity in a certain time fame. 

 

​@SamaraGreen, how have you set this up?

I dont do the CRM in our company so I am not positive what they have set up  I am assuming just a filter of activity date  = No with in the last x time frame.

We use the issues tab when contacts are canceled.  And limit canceling contracts to a controller for true up purposes. 

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