TERRA-404-02Live
A rhythm per customer
Every 14, 30, 60 or 90 days, set for each customer.
Also inside TERRA-404 PORTFOLIO
The rest of PORTFOLIO.
TERRA-404-01Live
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.
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