So I need some direction. One popular thing for use to do in our organization right now with Goldmine is as follows:
Sales person is on a call. The call will result in a sample being shipped to us for a demo or an order. In an effort to make sure everyone who needs to know gets notified that something is coming up the sales person would create a next action task and add everyone who needs to know to the task. GoldMine then creates a task for each person listed. They then complete the task and now they know.
Admitedly this caused the task lists to be extremely bloaded with duplicate information. Considering I am more than open for change. What would be a procedure in CRM Online that will make sure (for example: The CEO, designer, production manager, and other sales staff) all know that something is going to happen or that a call and conversation have taken place.
While this example is more of an FYI to everyone. There is another scenario where I might want to create a task for the shop supervisor to send something overnight for a customer. I also want the production manager, sales person, and the officer person doing billing to know that will happen so that we make sure it gets done and the office is not supprised by a very large shipping number coming back in with the order after it is shipped.
Thank you for your help.
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