idiligo script for an account manager, giving a presentation, confirming an order of make an...
Post on 19-Feb-2017
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The agenda of the meeting
The presentation you are sharing with your client
The presentation you are sharing with your client
You are about the complete the data of
the customer
Complete the data of the customer
Complete the data of the customer
Confirm the offer or order with an e-mail
Either send an offer or make a follow-up
meeting
After giving the presentation and gathering the information you can send an e-mail to your customer. This e-mail can contain a personalized offer / contract or follow-up meeting.
This is just an example. We have more options. See www.idiligo.com for more about scripting.
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