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Engaging dormant customers

Automatic scheduling of tasks on customers without any activities within last 6 months

    Description
    Product description

    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.
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    Price
    Free
    Support is not available for this application.
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.11 and up
    Platform
    .NET Framework

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