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Status Shipped
Categories Automation
Created by Guest
Created on Nov 12, 2021

Order processed as Activity Note

When an order is processed - prospect should automatically add an activity note saying that they have processed an order. Currently its taking too long for sales people clicking on too many tabs to find out when they last ordered. It applies specifically to ProspectSoft and not other CRM's as your key market is businesses with repeat orders and not one-offs. This would help the team understand when they last placed an order

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  • Admin
    Andrew Ardron
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    May 3, 2022

    This information is now included in the activity stream on company and contact records. This release (87) is currently being rolled out so you should see this update at some point in the next few weeks.