Presenting Actions is your personal assistant to help you stay on top of your work!
Posted: Sat Dec 21, 2024 5:04 am
Have you ever wished someone would remind you of that crucial meeting you forgot about? Have you been missing deadlines lately? Are you struggling to keep up with work updates?
Well, if your answer is "Yes", we have the whatsapp number database perfect solution for you. And if your answer is "No", we insist on checking out what awaits you!
Presenting Actions is your personal assistant to help you stay on top of your work!
This all-in-one solution in Vtiger 8 alerts you to everything you're working on - whether it's converting a lead or tracking a deal, creating a task or document, or sending an email. It saves you the hassle of managing different apps for different tasks, such as teamwork, task management, and email tracking.
And the best part is, it's all automated! This frees you from the unnecessary burden of remembering important dates and tasks and helps you take the right actions at the right time.
When the idea of the Activities page was presented, our intrigued sales team asked several questions: “How does this help me as a sales manager?”, “Will I be able to track my team’s performance using Activities?”, “I’m a sales rep, how is this useful for me?”
We have answers.
As a sales manager, you can:
Get reminders about your important meetings and tasks
Track the status of a deal by getting notifications when a deal is idle, won or lost
Monitor the performance of a sales representative by receiving notifications when his or her activities are completed
Receive notifications when a sales rep checks in at a meeting location
Receive notifications when a deal enters a significant sales stage or is on hold
As a sales representative, you can:
Get reminders about your calls, meetings and tasks that are pending or due
Take timely action by receiving notifications when a customer replies to an email
Stay on top of a task or issue by receiving notifications when it is updated.
Collaborate with your manager and team using @mentions
So what are the main options for action?
Activity Alerts: Track and receive updates on your activities as well as your team's
Activity Alerts
Do you use calendars and browser extensions to set reminders? Save yourself the hassle with Actions.
Set up reminders in the Actions section and view upcoming, overdue and completed tasks and events on one page. You can also set up alerts for your reporters' activities. This will help you track your progress and never miss any important piece of work.
Plus, separating upcoming, overdue and completed activities is easy on the eyes!
Idle Alerts: Get notified if there is no recording for a long time
Inactive alerts
If you feel like a trade has been sitting idle for a long time or isn't progressing as it should, there is a way to track it.
Actions give you the ability to set up alerts for leads, contacts, accounts, and deals that have been idle for a certain period. And you can define the period! With these alerts, you can take the right action at the right time and save yourself from losing important deals.
Lifecycle Alerts: Get notified if there is no progress on a recording for a long time
Lifecycle Alerts
Isn't this important matter being advanced? Is this important quotation not being considered?
Here's the solution - use lifecycle alerts to track their progress. Lifecycle alerts will notify you when a record's status hasn't changed for a certain period of time. This allows you to immediately follow up and make sure your work is going in the right direction.
Well, if your answer is "Yes", we have the whatsapp number database perfect solution for you. And if your answer is "No", we insist on checking out what awaits you!
Presenting Actions is your personal assistant to help you stay on top of your work!
This all-in-one solution in Vtiger 8 alerts you to everything you're working on - whether it's converting a lead or tracking a deal, creating a task or document, or sending an email. It saves you the hassle of managing different apps for different tasks, such as teamwork, task management, and email tracking.
And the best part is, it's all automated! This frees you from the unnecessary burden of remembering important dates and tasks and helps you take the right actions at the right time.
When the idea of the Activities page was presented, our intrigued sales team asked several questions: “How does this help me as a sales manager?”, “Will I be able to track my team’s performance using Activities?”, “I’m a sales rep, how is this useful for me?”
We have answers.
As a sales manager, you can:
Get reminders about your important meetings and tasks
Track the status of a deal by getting notifications when a deal is idle, won or lost
Monitor the performance of a sales representative by receiving notifications when his or her activities are completed
Receive notifications when a sales rep checks in at a meeting location
Receive notifications when a deal enters a significant sales stage or is on hold
As a sales representative, you can:
Get reminders about your calls, meetings and tasks that are pending or due
Take timely action by receiving notifications when a customer replies to an email
Stay on top of a task or issue by receiving notifications when it is updated.
Collaborate with your manager and team using @mentions
So what are the main options for action?
Activity Alerts: Track and receive updates on your activities as well as your team's
Activity Alerts
Do you use calendars and browser extensions to set reminders? Save yourself the hassle with Actions.
Set up reminders in the Actions section and view upcoming, overdue and completed tasks and events on one page. You can also set up alerts for your reporters' activities. This will help you track your progress and never miss any important piece of work.
Plus, separating upcoming, overdue and completed activities is easy on the eyes!
Idle Alerts: Get notified if there is no recording for a long time
Inactive alerts
If you feel like a trade has been sitting idle for a long time or isn't progressing as it should, there is a way to track it.
Actions give you the ability to set up alerts for leads, contacts, accounts, and deals that have been idle for a certain period. And you can define the period! With these alerts, you can take the right action at the right time and save yourself from losing important deals.
Lifecycle Alerts: Get notified if there is no progress on a recording for a long time
Lifecycle Alerts
Isn't this important matter being advanced? Is this important quotation not being considered?
Here's the solution - use lifecycle alerts to track their progress. Lifecycle alerts will notify you when a record's status hasn't changed for a certain period of time. This allows you to immediately follow up and make sure your work is going in the right direction.