CRM and sales follow-up
How do I keep every call, email, text, and meeting in one customer history?
Connect communication channels to a single customer record and use a stable identifier to match activity. Store the useful outcome and next action, not just raw messages. Give staff a way to correct bad matches.
What to check
- How are contacts matched across channels?
- Which activities need a summary or outcome?
- Can staff fix an incorrectly attached activity?