Set and Forget
Published on: 23rd July 2014
By PYXI CRM Team
As we're in - or close to - the summer holiday season, here are a few little tips for using PYXI to help you manage at this time of year.
Use PYXI task list to set up actions for when you're back
An easy tip this one - build your 'back to school' action list inside PYXI so that everything is on a plate for you on your return.
But did you know you can also set actions for other people when you're away!
Get on top of renewals
It's really easy to set up fields to enter renewal dates - why not do this for customers where you have a service that needs renewal periodically? Or for suppliers - like insurance - where it's important not to forget?
You can then define a report that gives a quick view of upcoming renewals. Then avoid forgetting to run the report by setting up a 'scheduled report' for renewals that will send itself to your email (or someone else's) every week!
Now you can look forward to a couple of weeks away knowing that nothing unexpected is going to pop up.
Set your PYXI 'out of office'
PYXI's great 'watch' feature is useful for letting people know when things have changed - e.g. when a specific customer has agreed a new proposal. But when people are away, you might want to give them some peace... so set them as on holiday in PYXI so they don't get watches (or other updates) until the first time they log back in.
If you're lucky enough to be getting away this summer, have a great time!
PYXI CRM Team: 23rd Jul 2014 09:00:00