Editing Interested Services
Editing Interested Services How to edit the added interested service? Once added, the interested service added can be edited. To edit Interested Service and perform further action follow the given steps below: Step 1: Click on the three dot then edit to the Interested Service card. Step 2: Then edit workflow, partner, product, and branch details as required. Step 3: Click on Save to save the changes.
Adding Interested Service
Adding Interested Service How to add interested service for the contact? To add Interested Service for contact, Step 1: Please click on the Interested Services tab on the Contact Profile page. Step 2: Select the Add button. Step 3: Now select the workflow, the Partner, the Product, and the Partner Branch. Add the Expected Start Date if needed. Step 4: Then add the Expected Win Date for the service. The expected win date is the date when your client’s application is to be confirmed – that’s why it’s a win! This will help you predict your future conversion date. Step 5: Click Save.
Defining Interested Services
Defining Interested Services What is Interested Service? Interested Services means the prospective service that your contact may take in the coming future. This can also be the service that your client has yet to decide to go ahead with. The Interested service will give you and your team members an idea about the future interests of your contact and act accordingly during a consultation. It also helps in creating various marketing campaigns based on their preferred interested services. In short, opportunities are the provided service your clients are interested in but are yet to decide to proceed as an application.