Practical use of the CRM-module
In this article, you’ll get information on how to use the system to arrange a meeting with a customer and create tasks on the customer card.
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- 1. Fundamentals
- 2. CRM
- 3. Projects
- 4. Job postings
- 5. Candidate / Employee base
- 6. Staffing
- 7. RecMan BI
- 8. Email, Calendar and SMS
- 9. Sales
- 10. Inquiries
- 11. Economy
- 12. Admin & System setup
- 13. Security
- 14. Export
- 15. API
- 16. mScript - Merge tags
- 17. For candidates and employees
- 18. Tips & tricks
Book a meeting or a follow-up
Booking a meeting or doing a follow-up on a client is a feature used a lot in RecMan, and you can do this in several ways. The simplest way is to do this from the customer card. Near the top, you will find a calendar button.
This feature allows you to book a meeting, add attendees, enter an explanatory text, set a date and time, and then send this to participants by email. The meeting will then settle into your calendar and can be sent out to participants. They also have the opportunity to download a calendar file, to enter in their own calendar.
Creating a task
Creating a task is a function to give yourself a reminder about something you “need” to do, for example, follow-up a specific customer. Unlike the book a meeting feature, this won’t block time in your calendar, and it also won’t send out any notice.
All your tasks can be found in your Home screen under Tasks. Click a + button to add a new task.
You can click on a task and update the status to Done, you can also Delete the task or make changes to the date and press Save.