Bonjour,

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Antony Muñoz
Antony Muñoz Member Posts: 4
edited December 2021 in Sales CRM #1

Bonjour, 

 

J'ai 2 télémarketeurs et 5 commerciaux mes télémarketeurs sont payés au RDV pris . Comment faire pour identifier leurs prises de rdv et les différencier des rdv pris par mes commerciaux ? 

Dans activité je n'ai que la possibilité de mettre qu'une seule personne pour cette action est ce possible de mettre un télémarketeur et un commercial ? 

 

A moins que vous ayez une meilleur solution pour identifier leur travail ? et en fin de mois de connaitre qui à fais quoi et comptabiliser leurs rdv 

 

Merci d'avance 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
    5 Likes First Anniversary First Answer 5 Up Votes
    edited February 2022 #2
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    There is a creator field under Activities that you could use to see who created that activity. I am assuming they create an activity when they set up an appointment.

  • Antony Muñoz
    Antony Muñoz Member Posts: 4
    edited September 2021 #3
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    There is a creator field under Activities that you could use to see who created that activity. I am assuming they create an activity when they set up an appointment.

    Ok thanks but it's activities for my telemaketer not for my sale . Do you think it's better if i create 2 sames activities one for my telemarketer and one for my sale ? 

     

  • Antony Muñoz
    Antony Muñoz Member Posts: 4
    edited September 2021 #4
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    There is a creator field under Activities that you could use to see who created that activity. I am assuming they create an activity when they set up an appointment.

    I need to follow the activities of my telemarketer and my sale . 

  • Antony Muñoz
    Antony Muñoz Member Posts: 4
    edited September 2021 #5
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    There is a creator field under Activities that you could use to see who created that activity. I am assuming they create an activity when they set up an appointment.

    IS it possible to create one activtie with two creators ? my telemarketer and the sale ? 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
    5 Likes First Anniversary First Answer 5 Up Votes
    edited September 2021 #6
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    There is a creator field under Activities that you could use to see who created that activity. I am assuming they create an activity when they set up an appointment.

    No.

     

    Can't provide the right answer without an understanding of your exact setup and team dynamics. :)

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