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:
- Provide a description to your Task
- Select a due date
- Select a person to assign
- Select a family or type: Callback, Email, Follow-up or Meeting.
- 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:
- Select a Customer (Mandatory)
- Select a Site
- Add a title (Mandatory)
- Add a Note (Mandatory)
- Add an amount
- Select a due date
- 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