Automatic scheduling of tasks on customers without any activities within last 6 months
Overview
Product overview
The ‘Automatic creation of tasks on dormant customers’ business process starts every working day at 12.15 AM.
System processes only a part of accounts database on a daily basis, so each manager receives up to four activities per day. A few activities per day allows the manager to plan his schedule efficiently, taking into account current commitments.
The following tags have been added in the Accounts section:
- ‘Update owner’ - an account is automatically tagged with 'Update owner' if the Owner field is not filled in or user of 'Owner' contact has been deactivated.
- ‘Do not connect’ - if no further cooperation with the customer is intended, tag such account with 'Do not connect' manually and it will not be processed by the business process.
- ‘NextDayUpdate’ - the business process uses this tag to distribute activities between managers evenly.
Pricing
Terms and Conditions
Pricing FAQ
Support
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Installation
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.