Backend Tasks & CRM
Difference between Tasks / CRM
Tasks Tasks are hidden after saving. Under certain circumstances (setting in the backend) they c...
Create Tasks
Summary
Jobs and CRM queries consist of several parts, which are explained below and are the same in both...
Level 1 - Creating a Job
1. Name Assign a meaningful name; ideally, the Sales rep. can already tell from the name what the...
Level 2 – Creating the Page Template
By default, the display for the Tasks and in the CRM type is in the order of the questions from t...
Level 3 – Creating a Question Using the Free Text Example
At least one question must be created on each page; otherwise, the pages will not be displayed Qu...
Level 4 - Create Reply Option
Special features for question types SingleChoice, DropDown or Multichoice Now the reply options f...
Level 5 - Subpage in Pages
It is possible to add further branching for SingleChoice / MultiChoice and Dropdown lists dependi...
Jobs / Copy CRM
1. Save / Create a copy You can copy a Job or a CRM with the button "Save / Create a copy" in the...
Customer Satisfaction
First, create a job or contact/customer CRM definition. Pay attention to the status and the assig...
Editing already completed tasks afterwards
Once a job is completed in the DeDeSales Client, there is no longer any possibility to edit it th...
Mass maintenance of Jobs / CRM via the Backend
To be able to edit/update multiple records simultaneously, mass maintenance is used. Prerequisite...