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Six columns
New customer, open request, in touch, time to call, going quiet, gone. Two of them are worked out from the data every time the board opens.
Also inside TERRA-404 PORTFOLIO
The rest of PORTFOLIO.
TERRA-404-02Live
A rhythm per customer
Every 14, 30, 60 or 90 days, set for each customer.
TERRA-404 PORTFOLIO
TERRA-404-03Live
How to reach them
A task for a person, a reminder e-mail, or a call from the agent.
TERRA-404 PORTFOLIO
TERRA-404-04Live
Five a day
Nobody gets more than five touches a day.
TERRA-404 PORTFOLIO