CRM Cycles are designed to be a list of pre-set Follow Ups (cycle steps), each of which is automatically created when the previous step is marked as resolved.
How to create a CRM Cycle
From the Main Menu go to Settings > CRM > CRM Cycle and click on ‘New CRM Cycle’.
Enter a Cycle Name and select a ‘Cycle Type’ (this can be either Sales or Service).
The cycle is then made up of a number of steps, with each step used to create an automated follow up.
Click on ‘Add Step’ and in the Step Details section enter the Name for the step, then define how to calculate the Due Date when this follow up is created. There is a choice of a number of days or months, or a choice of ‘After First Step’ or ‘After Previous Step’ depending on what you need to reference.
The Action is to define the type of follow up to be created i.e. Send Letter. Enter any Details and these will be copied to the follow up when it is created.
You can have an unlimited number of steps within a CRM cycle.
How to add a CRM Cycle to a follow up
When creating a follow up on a Customer or Prospect Record you will now have the option to select a CRM Cycle.
By selecting a CRM cycle the details from the first step are used to create the first follow up.
The follow up will show in the list of customer correspondence, with all follow ups that are not resolved showing in Turquoise.
Marking the follow up as Resolved will automatically create a new follow up based on the settings of the next step in the CRM cycle.
Click on ‘Create’ to continue. Only users with the relevant permissions will have the right to end a CRM Cycle (this can be set on their employee record – Settings > System > Employees > Employee Details > Access Rights > Other and tick ‘Can edit CRM Follow ups and end CRM Cycles’).