List of Topics

1. introduction
2. add history
3. add CRM task
4. list of buttons

1. Introduction

SPORTRICK's CRM is a useful tool to keep track of the customer journey and the interaction between members of staff and each customer. 

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.

2. Add History

You can add notes about the customer, complaints or a history of CRM tasks already carried out. Click on the Add-History button and fill in the following fields:

• description
• type: customisable from Settings -> CRM Tasks
• tags (optional): please refer to the manual to understand how to use CRM tags
• scheduled date: the system will automatically insert the current date
• time
• find user: 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: customisable from Settings -> CRM Outcomes

3. Add Task

You can create different types of tasks by adding on the corresponding button. When you create a task you will need to specify:

• description: info about the task
• type: customisable from Settings -> CRM Tasks
• tags (optional): please refer to the manual to understand how to use CRM tags
• scheduled date: when the task should be completed
• time: time the task is scheduled for
• find user: select the operator responsible to carry out 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 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).

4. 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 in different ways:
   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. In the latter case, a separate entry will be added to the summary of CRM tasks of the customer)
      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