|
This tool allows you to track visits to customers. It also serves as a table for tracking customers via the tracking tool integrated into the customer file.
|
In the customer file at the top right, a tracking code indicates the last customer follow-up. By clicking on the telephone symbol, you can add a follow-up.
A follow-up can be a reminder with a date or any other TYPE OF SERVICE configured in the administrative settings.
|
|
|