The Customer Last Action module allows your sales team to track every customer interaction and plan upcoming follow-ups — all within the Customer Management window. By keeping Last Action and Next Action records current, your team maintains a clear, consistent picture of where each customer stands in the sales cycle.
When properly configured and used, this module enables you to:
- Log every customer touchpoint (calls, visits, proposals, closings) with a standardized action code
- Schedule callbacks and reminders directly tied to a customer record
- Access all pending callbacks from a single, centralized Callbacks screen
- Maintain a consistent sales follow-up cadence across your entire team
- Generate accurate Sales & Marketing Reports based on real interaction history
The Customer Last Action panel lives inside the CRM tab of the Customer Management Modal window. You can open this window from multiple entry points in Elecate:
- Main Sales View
- Event Management
- Customer Sales and Marketing
- Customer Last Event
- Marketing Tools
To log an action follow these steps:
- On the Customer Management Modal window go to the CRM tab. (you can access this window from the main sales view, event management, customer sales and marketing, customer last event, marketing tools, etc…)
- Using the dropdowns select the last and next actions.
- If a callback was scheduled you can also add it here, as well as reminders or appointments.
- After filling in the information click “Save”
You can easily access the callbacks you set on the Callbacks screen (the phone icon on the top left corner).
Field Definitions
CRM Tab — Last Action Panel
| Field | Type | Description |
|---|---|---|
| Last Action | Dropdown | The most recent interaction logged for this customer. Values defined in General Setup → Marketing → Last Action Items. |
| Next Action | Dropdown | The planned follow-up for this customer. Values defined in General Setup → Marketing → Next Action Items. |
| Sales Phase | Dropdown | Current stage of the sales pipeline for this customer (e.g., Proposal-50%). Values defined in General Setup → Marketing → Sales Phase. |
| Mail Type | Multi-select | Mail list(s) this customer belongs to (e.g., "Selected: 1"). Controls which marketing mailings they receive. Values defined in General Setup → Marketing → Mail Types. |
Right column — Scheduling
| Field | Type | Description |
|---|---|---|
| Call Back | Date/time | Schedules a callback for this customer (format: M/d/yyyy h:mm aa). Includes calendar and time picker. Appears in the Callbacks screen (phone icon, top left). |
| To-Do or Reminder | Date/time | Sets an internal reminder for the salesperson (format: M/d/yyyy h:mm aa). Includes calendar and time picker. |
| Appointment | Date/time | Logs a scheduled appointment with the customer (format: M/d/yyyy h:mm aa). Includes calendar picker. |
| Duration | Numeric spinner | Duration of the appointment (in minutes). Used alongside the Appointment field. |
Additional elements
| Element | Description |
|---|---|
| Last Actions button | Opens a history log of all previous actions recorded for this customer. |
| Survey Results | Read-only panel. |