Recommendations

SocialCRM markets with data from Manager SE
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carcare
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Location: CARCARE 2048 VALLEYDALE TERRACE BIRMINGHAM AL. 35244

Recommendations

Post by carcare »

can you tell me how the recommendations work with crm. in the vehicle tab we enter the follow up date and if it is work needed that day we leave that date in the box will it send out reminder. really need any info about follow up thanks mike
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ricmorin
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Re: Recommendations

Post by ricmorin »

carcare wrote:can you tell me how the recommendations work with crm. in the vehicle tab we enter the follow up date and if it is work needed that day we leave that date in the box will it send out reminder. really need any info about follow up thanks mike
That question is best directed to your CRM agent, but I'm thinking 'no'. Usually there is a built in buffer between a service appointment and the next CRM contact for additional work. I don't know exactly what that buffer is. We have been using a date 2 months out for immediate work.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
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