Is keeping track of customer outreach a struggle? With the "Keep In Touch" add-on, you can set how often you want to check in with your target prospects, leads or contacts, such as a call every 30 day’s and a site visit every 90 days.
Key Features
Key Features
Define contact frequencies/rules for repeatable activities.
To ensure that repeatable activities are carried out efficiently, it is important to establish clear contact frequencies and rules. This includes determining how often contact should be made, who should be responsible for making the contact, and what the content of the contact should be.
KIT Configuration
KIT Configuration can be used to create one or more rules for individual users and activities.
Type of the Activity: Call, Meeting Task
Interval and Interval Type: Days, Weeks, Months, and individual
Start Date/Time and End Time
Skip Weekends functionality - If the next activity falls on a weekend, it will be automatically set to Monday.
Status: Active or Inactive
After closing the activity, KIT automatically creates a new dependent of the defined configuration rule.
When the user changes the status of the KIT activity to "Held" or "Completed", an activity is automatically scheduled according to predefined rules.
KIT Dashlet
Shows a nice-looking overview of your following and previous activity. Shows the next and previous activity of your teammates for the current record.
List-view Column - See the Days until the next KIT activity in the listview
See the days until the next activity for each lead or contact directly in the listview.
List-view Column - Each user has his own view on his KIT activities
Each user sees the next activity of his own assigned records.
Mass Create KIT Configurations
You can define and create KIT Configurations and deploy them for multiple contacts from a Target list. Add target, leads, or contacts and define a KIT Configuration that should apply to all the add records—a time saver for you and your team.
Module Structure
This modules are installed and can be used. Use Role Security to hide or show them to your users.
- KIT Configuration's - All created KIT configurations in the system.
- KTI Activity - All created activities by the KIT
- KIT ChangeLogs - Changes of the individual Kit Configurations are tracked in this module.
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