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If you want the system to remind you (via a To Do entry) about a customer-related issue, you can set up a "reminder" on a customer contact by:

User Jester
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Final answer:

To set up a reminder on a customer contact, leave your contact information, mark your calendar for follow-ups, be persistent in calling, and use a clear subject line.

Step-by-step explanation:

To set up a "reminder" on a customer contact regarding a customer-related issue, you can utilize a variety of methods. It is important to first leave your contact information with the customer. This ensures that they can easily follow up with you as needed. Not only does this offer them a potentially quicker solution, but it also shows that you value your relationship with them. Furthermore, when you indicate that you will be making a follow-up call, it is crucial to mark your calendar so you don't forget to do so. This shows commitment and responsibility.

Another aspect is being proactive with follow-ups, particularly if you're running an email campaign. Should people not respond, don't hesitate to give them a call to follow up. Being persistent, without coming off as annoying, is key. Offering them something they need increases your chances of a positive reception. Lastly, when communicating via email, always ensure that you use a clear subject line. This allows the recipient to easily refer back to your message at a later time.

User Scott Stevens
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