No-shows

Felipe Vasconcelos
edited July 18 in Sales CRM #1

Olá!

Em minha empresa enfrentamos um problema com no-show de agendamentos para demonstrações agendadas com os prospects. Atualmente no Pipedrive não há nenhuma opção para marcar uma atividade como "no-show". Ou seja, a atividade deve ser editada ou então, concluída. Gostaria de opiniões de como proceder com o registro dessas atividades que não acontecem pelo não comparecimento do prospect. Toda sugestão é bem vinda!

Obrigado.

Comments

  • Fabrizio Nicolosi_33821
    edited May 26 #2

    Hi Felipe, my suggest is creating a type of activity called "no-show". So you are able to create it when the customer don't do the presentation.

  • Nicki Kane
    Nicki Kane Posts: 53
    Second Anniversary Photogenic
    edited May 26 #3

    I've got a stage called "no show" set up after a fact find and recommendation stage, I've also attached an automation that sends a follow up email to the client in both cases- works well so far!

  • Fabrizio Nicolosi_33821
    edited May 2021 #4

    I've got a stage called "no show" set up after a fact find and recommendation stage, I've also attached an automation that sends a follow up email to the client in both cases- works well so far!

    Great good work!

  • Akhil_Supermeet.ai
    Akhil_Supermeet.ai Posts: 57
    10 Comments Name Dropper Photogenic
    edited May 26 #5

    I've got a stage called "no show" set up after a fact find and recommendation stage, I've also attached an automation that sends a follow up email to the client in both cases- works well so far!

    Hi Nicki @Nicki Kane ,

    Good solution!. Have you tried adding a new activity type for no show?