Smart CRM assistant that shows you your planned CRM activities

This widget is available for with with QBIS CRM enabled

In Today’s sales activities widget, you get a reminder of the planned sales activities you have the current day. You can also see all the completed activities for the day and the total number of ‘Not ready’ events which are linked to you.

For each action you have the option to tick a box when it is finished. It is then moved “Completed Tasks”.  If you and on the X the action deleted.

You see the name of the company, name of contact person and title of the event. At the beginning of each action row is also an icon showing how the contact  should be made i.e. phone.

Completed Today

Every sales activity that you complete during the day come under the “Completed today” list. This way, you get a good overview of how your work is progressing.

Uncompleted Tasks

At the bottom under “Uncompleted Tasks” you will find an information that tells you how many overdue tasks you have. These unfinished tasks are overdue and should be acted upon – so you do not miss anything important.

Finally, in order to have easy access to the CRM tab, found at the bottom right a clickable link – Go to CRM – which takes you directly to the module.