Capturing interactions with prospects and customers

Sales representatives use activities and tasks as they interact with prospects and customers to nurture leads and opportunities in an effort to win sales.

Terry Mason, a sales representative, just got back from a meeting with Forest Gas.

Forest Gas requested technical specifications for the Ultra 265 Surveillance KIT they are interested in purchasing.

Terry is back in the office and wants to capture the meeting with Forest Gas Corp.

Customer interactions are captured by creating activities.

First, you need to find the sales entity for which you want to create an activity.

In this case, it is an opportunity, so you open opportunities page.

Select the type of opportunity that you want to update.

To quickly find the opportunity, filter on the company name.

Open the opportunity to add an activity.

Go to the Activities tab.

In the Activities section, click the Plus sign.

Fill out the form with the meeting details and the outcome.

Click Create to add the customer interaction to the opportunity.

Terry also wants to follow up on the technical specifications Forest Gas requested.

Go back to the Activities tab.

To-dos that the sales team needs to follow up on are captured by creating tasks.

In the Tasks section, click the Plus icon.

Fill out the form with the task details.

You have the option to receive a reminder prior to the due date.

Click Create to add the task to the opportunity.

Close the task to get back to the opportunity.

Terry has now captured the customer interaction and added a follow up task.