Contact Diary Processing
The Contact Diary displays a four-week summary of contacts for the user. Tasks with specific times allocated to them will display under the Appointments tab. All other tasks will display as To Do’s.
Correctly processing your diary entries, such as an update on the customer contact is important in the smooth running of your daily tasks as the Salesperson. For example, you tried to call your customer and you weren’t able to get through to them? Or they phoned in and postponed their appointment until next week? Are you confident in the processing of these scenarios?
Not familiar with the correct process or have a question around the Contact Diary? Please contact your Customer Experience Agent for more information.