No-shows

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Felipe Vasconcelos
Felipe Vasconcelos Member Posts: 1
edited July 2022 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.

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
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    edited May 2022 #2
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    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 Member Posts: 45
    First Anniversary 5 Up Votes First Comment Photogenic
    edited May 2022 #3
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    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
    Fabrizio Nicolosi_33821 Member Posts: 125
    Photogenic First Anniversary First Comment
    edited May 2021 #4
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    Nicki Kane said:

    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 Member Posts: 67
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    edited May 2022 #5
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    Nicki Kane said:

    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?

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