Sales support in CRM: Edit people one by one

Your go-to forum for bot dataset expertise.
Post Reply
Mitu100@
Posts: 1362
Joined: Tue Jan 07, 2025 4:30 am

Sales support in CRM: Edit people one by one

Post by Mitu100@ »

For many of our customers, it is part of their daily business to process individual customer groups one after the other, for example to call the recipients of a thematic newsletter a week later. The addressees are first filtered out from all contacts using tags or the region.

Now you are faced with a list china telegram screening of a few dozen or more people and want to call them individually one by one. Until now, you started at the top of the list, read the contact history, had the conversation and then went back to the overview list to find the next person. Depending on where you are in the list, it can get a bit confusing as to who is next: Mr. Müller, Mr. Mueller or Mr. Möller?
“I've already had one Müller. Or maybe two?”

We want to simplify this process and make it more transparent. To do this, we have developed a function for processing several filtered people one after the other.

As soon as you have filtered your people in the CRM, we will immediately show you the option of processing the hits one after the other.
Post Reply