Customer Last Action

Here is where you can track the last interaction with the customer and set up next actions.

To log an action follow these steps:

1. 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…)
2. Using the dropdowns select the last and next actions.
3. If a callback was scheduled you can also add it here, as well as reminders or appointments.
4. 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).