The Contact Log is used to record interactions and follow up requests with your customers.
Each Customer Card contains a contact log specific to that customer.
From the Neto Dashboard, select Customers > View Customers & Prospects. Select the the customer would like to view the Contact Log for.
Scroll to the bottom of the Contact Card and you will see the Contact Log
From here, you can:
On the Contact Card under the Contact Log section, select Add New Entry.
Enter the following details and click Okay:
|Contact Name||The person your spoke to or the account holders name|
|Contact Notes||What you spoke about|
|Follow Up Required by||The Staff User who will follow up. Leave blank if no follow is required.|
|On||This is a date field. Allocate a date that the follow up needs to happen on|
|Type||The Follow Up Type this interaction belongs to|
A new entry will be created.
Neto allows you to define your own Follow Up Types for Contact Logs. You can define anything you would like for this section. Defining a Follow Up Type allows you to filter all Contact Logs by a specific type for quick follow up.
Some suggested types are:
How to add Customer Follow Up Types
From the Neto dashboard, select Setup & tools > All settings & tools.
On the Setup & tools page, locate and select Customer Follow Up Types.
On the Customer Follow Up Types page, select Add New
Enter a Name and Description for your Follow Up Type and click Save.
Neto allows your to view all Contact Logs in a list, making it easier to process customer follow ups.
From the Neto dashboard, select Customers > Contact Logs.
The Customer Contact Log page will display all Entries that require follow up by default. You can apply filters to view different types of entries. You can also read the notes on an entry from this page.