Activity Management Functions & Features
Main modules include Activities can be scheduled for specific dates with specific begin and end times;To-do activities or tasks can be scheduled with specific due dates;Scheduling and management of recurring activities;Daily, weekly, and monthly calendar views;predefined list views of open, closed and overdue activities or tasks;In addition to the account record, each activity can be associated with at least two additional data record types (contact, case, opportunity, etc.);.. Activity Management Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Activity Management Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:
- complete response from each CRM software vendor
- deep and accurate evaluation of submitted CRM proposals
- impartial side-by-side comparison of CRM solutions evaluated
- rational and documented selection of the best matching CRM system