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  • Home
  • Our platform
    • Actis CRMActis is the market-leading pharmaceutical CRM system.Take a look
  • CRM Modules
    • Database
    • Medical Information
    • Payment Compliance
    • Account Science
    • Campaign Management
    • Samples Management
    • Dashboards
    • Remote Engagement
  • About us
  • Contact us
  • Knowledgebase
  • Support: 01628 487 766
01628 487 766 Enquire today Knowledgebase

Concluir uma ação

Planeamento de contasPlaneamento comercial

Concluir uma ação

Tópicos relacionados
Atribuir uma ação a outro empregado Adicionar um cliente ou localização a uma ação
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Concluir as suas acções para mostrar os progressos realizados em relação aos seus objectivos

Open an account
Under the Navigation tab click Business Planning
Click on the Timeline or List tab
Select the action you wish to complete
Under the Actions tab click Edit Action to open the action

Update the Status field to show the Action is complete
The Percent Complete field will update automatically to 100
Click the Calendar button and select the Completed Date
Click the Save and Exit button to return to the account business plan

Postar navegação

Anterior: Completar um objetivo
Seguinte: Atribuir uma ação a outro empregado

Contact

  • Call us
    01628 487 766
  • General Enquiries
    info@actisst.com
  • CRM User Support
    01628 401 376

Useful links

  • CRM5 Knowledgebase
  • FAQs
  • Contact us
  • About us
  • Security

Our platform

  • Database
  • Medical Information
  • Payment Compliance
  • Account Science
  • Campaign Management
  • Samples Management
  • Dashboards
  • Remote Engagement
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