An important part of a successful customer relations process is clear and timely communications between all the stakeholders. OroCRM’s provides a number of tools to enable them. Calendars will ensure the users are aware of their tasks, of the events that have to attend and issues they have to solve. With activities, you can create, track and update customer-related activities such as phone calls, emails, tasks, calendar events, and more.
Activities are actions that employees of your company perform on a daily basis. The range of these actions is quite wide. Employees define and fulfill job tasks, handle different issues, communicate with colleagues and customers, participate in events. Hence, it is important to have a good tool that gives a possibility to conveniently keep track on and manage all these actions.
OroCRM provides such a tool. Its capabilities for managing activities are quite wide. They cover three logical directions: workflow management, communications, and adding useful remarks.
For each activity, it is possible to add links to the related records. For example, a link to an email with the discussion in which the activity emerged, the marketing campaign that the activity deals with, and the user concerned, etc. Such links are called
contexts and they make it much easier to take account of all the details connected with the activity.
An account is an entity that integrates customer entities, therefore, if one of the customers who constitute an account is added as a context of some activity, the account inherits this activity and you can see it not only on the customer view page but on the account’s as well.