Client operations
How do I stop chasing payments and forgetting follow-ups?
Use due dates and customer status to create automatic reminders and tasks. Payment reminders should stop when payment arrives, and relationship follow-ups should change based on the customer's response or stage. Keep both in the customer history.
What to check
- Are payment and relationship follow-ups tracked separately?
- What event stops each reminder?
- Can overdue actions be seen in one view?