Notes are helpful to summarize your observations on customers. With Activity notes, the sales rep will always be able to keep track of how a sale is progressing.
We aim to create a full-fledged CRM on the world's most popular messaging platform - WhatsApp.
Thus we have added a most essential and core feature to the CRM which is: Contact Activity
Contact activities are available under the dedicated Activity tab in Chrome Extension when selecting any contact. You can also check and create activities from Vepaar Web.
Notes are a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM, a sales rep will always be able to keep track of how a sale is progressing.
Follow the below steps to add the Notes:
Open Web WhatsApp with Vepaar Extension.
Select any contact on the Left and Click on the Activity icon.
From here, you will be able to add multiple notes in CRM for that customer/contact.
You can also manage the activities from the Vepaar CRM as shown below,
Open Vepaar AdminPanel
Click on CRM > Contacts
Open Customer Profile
All the comments will display in Activity List.
Click on "Add New" to add additional comments.
Currently, the Activity supports:
Notes: You can add multiple notes under contact and keep track of your conversation and summary.
In future releases, we will add:
Reminder: Set a reminder for following up with the customer.
Meeting: Create & schedule meetings with the customer.
You can reach us anytime at email@example.com if you need any help.