From the user's profile, by clicking on the button  it is possible to add notes or CRM tasks and browse the task history by date of creation or scheduled date. The CRM is a useful tool to keep track of the customer journey and the interaction between members of staff and each customer.



Add History


You can add notes regarding the client

  • Description: info about the note
  • Type: type of note (customisable from Settings -> CRM Tasks)
  • Tags (optional): useful for searches and analysis. Please refer to the manual to see how to create a CRM tag
  • Scheduled Date: the system will automatically insert the current date
  • Time: time of the note
  • Find Use: select the operator responsible for the note. The system will automatically select the operator specified as consultant in the customer's profile. To create a consultant please refer to the corresponding manual
  • Outcome: outcome of the note (customisable from Settings -> CRM Outcomes)


Add Task


You can create tasks of different types that will involve the user. When you create a task you will need to specify:

  • Description: info about the task
  • Type: type of note (customisable from Settings -> CRM Tasks)
  • Tags (optional): useful for searches and analysis. Please refer to the manual to see how to create a CRM tag
  • Scheduled Date: day the task is scheduled for
  • Time: time the task is scheduled for
  • Find User: select the operator responsible for the task. The system will automatically select the operator specified as consultant in the customer's profile. To create a consultant please refer to the corresponding manual.


Once you have added a task, it will be automatically marked as planned. To change the default status of a task, go to Settings -> General Settings -> CRM and Marketing.


You can find a summary of all the scheduled tasks and history in the table


The date between brackets is the day the task was created, while the date outside the brackets is the day the task has been scheduled for (there will be only one date if these dates correspond).

As for the user, the name of the creator of the task will appear between brackets, while the name outside the brackets corresponds to the person responsible for the task (there will be only one name if these users correspond).


List of buttons

  1. Detail: through this button it is possible to view and edit the details of the CRM task/note
  2. Copy: next to the Detail button there is a downward facing arrow. Click on it to see the Copy button, that enables the creation of an identical task, which can be edited through the corresponding Detail button
  3. Next: you can carry on with the task:
    1. Example #1:
      1. select the outcome (Cancelled, Negative, Positive, Sold...)
      2. select the action (Close or Close with a Note to provide more info)
      3. click on on OK when you are done 
      4. the task will go down on the list and it will be marked with a green icon, indicating that the task has been concluded  
    2. Example #2:
      1. select the outcome (Cancelled, Negative, Positive, Sold...)
      2. select the action (Continue with task)
      3. fill in the necessary fields
      4. click on OK when you are done