Synchroteam allows you to improve your customer management by adding Tasks and Opportunities.

A Task can be attached to a Customer, Site, Equipment, a Job and/or an Opportunity and assign it to an administrator or manager.
To add a Task, you need to go into the details of your customer/site/equipment/job.

 

Create a Task

In the “Tasks” section click on the "+ Add" button.

You can then:

1. Provide a description to your Task
2. Select a due date
3. Select a person to assign
4. Select a family or type: Callback, Email, Follow-up or Meeting.
5. Link it to an opportunity

Finally, you can click "Save"

You can customize the Category or Type of task by clicking on the settings icon to the right of Category:

You can then :

• Add a new Category
• Assign a color to the task

 

The CRM Tasks Following Calendar

The tasks CRM calendar allows you to view and follow all tasks.
Accessible via the CRM tab > "Tasks" menu.

 

By clicking on “+Task” here you have the possibility to directly create a Task not linked to a Client, a Site, an Equipment, a Job or an Opportunity:

The only mandatory fields are:

• Description
• Due date
• Assigned to

You can apply several filters to the calendar:

• Filter by person assigned to the task (1)
• Filter by Opportunity status : Open or Closed/Completed (2)
• Filter by Categories (3)
  
  You can also use your team filter at the top right:

 

The bell icon enables you to see the list of late tasks as well as those scheduled for the day.

 

In this list you will be able to filter on your own tasks by ticking the option "Mine Only".

 

 

You can also export all active tasks by clicking on the button "Export Active Tasks".

 

 

Create Opportunities

Click on the “Opportunities” tab
Click on the "+ Add" button.

 

You can then:

1. Select a Customer (Mandatory)
2. Select a Site
3. Add a title (Mandatory)
4. Add a Note (Mandatory)
5. Add an amount
6. Select a due date
7. Select a Milestone
   Then click "Save"

 

CRM monitoring of opportunities:

The table is accessible via the CRM > Opportunities menu:

It allows you to view all the opportunities and has many filters:

• Opportunity Status (Won, Open, Lost)
• All column headers allow filtering: Name, Client/Site, Description, Value, Probability

To edit an opportunity, simply open it by clicking on its name:

Then click on "Won" or "Lost"

You can add a comment to explain, for instance, a potential drop in amount or that the deadline has passed.
Then click on “Save” to validate