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Completed

UNIFYMonitor should cover CRM

David Parsonson 1 year ago in Dashboard • updated by Matthew Davis (Engineering Manager) 9 months ago 1

UNIFYMonitor should create reports and alerts based on information from the CRM.

This should allow us to properly monitor leads, channels and opportunities to minimise any lost chances. Alerts could for example be created after a certain time period where no actions have been taken on a lead.

Answer

Answer
Completed

Added CRM as a potential stakeholder

GOOD, I'M SATISFIED
Satisfaction mark by David Parsonson 9 months ago
Answer
Completed

Added CRM as a potential stakeholder