Update Sales Information

In the Interactions section, you can find a history of all the interactions related to the customer's account. This includes the communications sent to the customer through various channels (email, sms, phone call, etc.) and the actions or activities that were taken on the account.

To add a new interaction record, follow the steps below:

1. Click the Insert button and the Planning, Result, Plan Follow Up and Links tabs are displayed.

2. In the Planning tab, fill in the following fields to add details about the type of planned activity set on the customer's account:

   • Followed Activity: Enter the followed activity name.

   • Name: Enter the activity name. For example: Credit Card Sale.

   • Type: Enter the activity type: call, meeting, email, and so on.

   • Source Type: Enter the source type.

   • Source Reason Type: The following option is available: Service-level agreement: the contract between a service provider and the customer that stipulates the services that the customer receives, and what is expected of the service provider.

   • Plan Start and End Date: Enter the activity plan start date and the activity plan end date.

   • Plan Start Hour and End Hour: Enter the activity plan start date and hour and the activity plan end date and hour.

   • Account: Enter the customer's account.

   • Account Type, Name, First Name and Last Name: Enter the customer's account type, name, first name and last name.

   • Account PIN: Enter a unique number allocated by the government to an individual used for taxation and other transactions purposes. The length depends on the country that issued the document.

   • Fiscal Registration No: Enter the unique fiscal registration number of a company allocated by the government for taxation and other transactions purposes.

   • Commercial Registration: A company registration number is a unique combination of numbers and, in some cases, letters. The company registration number (also known as the company number, registration number, or simply abbreviated to CRN) is used to identify your company and verify the fact that it is an entity registered.

   • Email Address: Enter the customer's email address.

   • Phone Number: Enter the customer's phone number.

   • Assigned User: Enter the employee responsible for the customer's account.

   • Location: Enter the customer's location.

   • Location Comments: Enter additional details about the location.

   • Activity Description: Enter a description about the planned activity.

3. In the Result tab, which displays the result of the planned activity, fill in the fields below.

   • Activity Date: Enter the date the activity started.

   • Duration (h): Enter the activity duration in hours.

   • Result Type: Enter the activity result type.

   • Activity Comments: Enter the activity comments.

   • Result Description: Enter the activity result description.

   • Template: Select the content template.

   • Action Template Content: Enter the action template content.

   • Use Template: If this checkbox is selected, then a defined template is used.

   • Communication Channel: Select the communication channel. For additional details, see the Use the Omnichannel Communication Channels page.

   • Culture: Select the customer's culture.

   • Subject: Select the subject of the message that's going to be sent to the customer.

   • Account Name: Select the customer's account name.

   • Send Msg As Text: If this checkbox is selected, then the message is sent as a text message.

   • Body: Enter the body of the message that's going to be sent to the customer..

   • Attachment: Attach the file(s) to the customer's message.

   From the Result tab, communications are sent to the customer.

4. In the Plan Follow Up tab, which displays the activities and actions related to the customer's account, click the Insert button from either the Activities or the Actions section to add new records.

5. In the Links tab you can find the links associated with the customer's account.

In the Internal Campaign Activities section, you can view all the internal campaign activities (sales or administrative) related to the account. By default, the assigned internal campaign activities are shown.

To view internal campaign activities with a different status, select from the drop-down button one of the following options: unassigned, in progress, completed, or canceled.

For additional information on internal campaign activities, see the Internal Campaign Activities page.

You can find a history of the customer's external campaign activities in the External Campaign Activities section. Here, all the messages sent throughout an external campaign activity can be viewed.

In the Agreements section, you can see all the agreements associated with the customer's account. By default the active agreements are displayed, but inactive ones can also be viewed.

1. To view a specific agreement, double click the desired record from the list.

   NOTE  An agreement is linked to a customer but it can also be associated with a certain contract.

2. To add a new agreement record, click the Insert button and fill in the following fields:

   • Agreement Type: Select the agreement type from the below options: Data Collection, Email Marketing, Call Marketing, SMS Marketing.

   • Status: Select the status of the agreement: active or inactive. The status becomes inactive if the agreement end date is set in the past compared with the system date.

   • Start Date: Enter the contract start date.

   • Contract Number: Select the contract from the list or create a new one.

   • End Date: Enter the contract end date.