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.
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:

 

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