Set Workplan actions according to heat of customer
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Jeremy Richards
Is it possible to set a task that will customize the workplan to different actions than the standard workplan flow? Hot customers get "Hot" follow up and cold customers get "Cold" follow up i.e. according to the tasks set by the user?
Shelby Parker
Thank you for posting, Jeremy Richards! I have a few more questions for you:
- What criteria should be used to determine if a customer is 'Hot' or 'Cold'?
- How frequently should the follow-up actions be reviewed or updated based on customer status?
- Are there specific actions or tasks that should be included in the 'Hot' or 'Cold' follow-up plans?