Dental Lab Customer & Production Management

Customer Retention Calls

Customer Retention Calls

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Customer Retention Calls

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Usage:

Creating customer retention calls helps you to setup follow up calls in an organized fashion automatically. This feature utilizes the existing queries and campaigns in CPM to select the desired customers and automatically generates a series of calls. These calls may be assigned to an individual user or a department for proper follow up. A few examples of such queries are, but not limited to, “Customers with no Sales Last month”, “Customers added during the last 30 Days”, “Customers on COD”, and so on.

 

Navigation:   Automated Services from the  side bar menu and then click the Retention Calls option

V12 - Retention Calls - navigation

Retention Calls

 

hmtoggle_arrow1Create Retention Calls:

 

See also:

Retention Calls Manager
Accounting Collection Calls