Deading and Reopening Files
E
Elly Amen
Currently if we have a customer that is 30 days old and the customer submits a new lead there's no way to get updated activities in your workplan. The system still assigns 30 day old customer follow-up so my team is forced to dead and re-open the file. The only exception to that rule is if the customer was previously not engaged. It would be nice to have a way to update the follow-up activity like I could in VIN solutions.
Shelby Parker
Hello Elly Amen! I have a few more questions for you:
- What specific criteria should trigger an update to the follow-up activity for a customer?
- How frequently do you encounter the need to dead and re-open files due to outdated follow-up activities?
- Are there any specific features from VIN solutions that you find particularly useful for managing follow-up activities?