Utarbeidet med KI.
Tracking done incorrectly leaves you with a CRM full of emails no one can find again. This guide shows you the habit that makes the history useful.
Select the specific sales opportunity, case, or project the email is about. Tracking only against the customer creates an unstructured pile.
Link the first email to the correct record. The entire subsequent thread will then be included automatically, so you won’t have to track each individual reply.
Calendar appointments can be tracked in the same way. Meeting notes on the sales opportunity are often worth more than ten emails.
Internal discussions about a customer should rarely appear on the customer's timeline. They may become visible in contexts you had not anticipated.
If you move the email to a specific folder, it is tracked automatically. For many people, this is an easier habit to maintain than remembering to click a button.
Open the record in Dynamics 365 and verify that the email appears on the timeline. For the first few weeks, it is worth checking this—it will quickly reveal whether anything has been configured incorrectly.
Still et spørsmål eller del hva som hjalp deg.
Har du et spørsmål eller en erfaring å dele?
Bli den første som bidrar.
