Grow your business exponentially by building customer relationships. This can be achieved by communicating through email, tasks and call logs. Read on!
Tasks
Tasks are a to-do listing that can be created in TutterflyCRM. A user can assign tasks to any of the other users. The user can also set due date to define a time limit for completing the task.
A message box will appear confirming that a task has been created.
Call Logging
A user can enter telephonic conversations in text format using TutterfyCRM. We can use it to review information for the future.
Users can communicate and collaborate through emails in TutterflyCRM. While creating emails, a user can also select different templates created by the admin.
Creating an Event
A user can use it to track meetings with other users, customers, or prospective clients.
Next Task
This is a list of all the open tasks assigned to the user for this Lead. It will display the top six tasks that still have time to complete.
Previous Task
This represents all the closed tasks that are completed.
This is the final one! This displays all the logs made through email communication.