Our CRM in Service agreements and renewalsOur CRM: How We Build Service agreements and renewals
The same layout as a vendor tab. Each line carries one mark: agreed by a person, or waiting. Our CRM across all 20 blocks
Agreed by a person, with the dateWaiting: said or asked in Slack, or agent researchExample. No decision yet.
Screens
No screens of our own CRM for this block yet.
What the block does for us
Nothing yet. A line arrives here when a person accepts an item from the inbox.
The data it holds
Nothing yet. A line arrives here when a person accepts an item from the inbox.
Our picks: which vendor idea we take, and why
Nothing yet. A line arrives here when a person accepts an item from the inbox.
Open points
Nothing yet. A line arrives here when a person accepts an item from the inbox.