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KITS CRM (Customer Fields (Oppotunties (Drop Down) (Telecomunications,…
KITS CRM
Customer Fields
Oppotunties (Drop Down)
Telecomunications
Website
Ecommerce
Custom
Integrations
Apps
Network Infastructure
Maintainece
Platinum / Monitoring
Hardware
Retail
Turnover $
Employees
Verticals (Drop Down)
Notes (WYSIWYG)
Tags (Drop Down)
Business Customer
Retail Customer (Default)
Status
Prospect
Estimate no invoice
Shopper
1 invoice
Customer
2 or more transactions
Member
NPS is >6 and 2 or more transaction within 90 days
Advocate
NPS is >9 and 2 or more transaction within 90 days
Suspect
No Estimate or invoice
VIP
NPS
Previous Score
Current Score
Lead
Contact Status
Connected
Cannot Connect
Not Interested
Opportunity
Notes
Potential Value
Create Task
Triggered Emails
NPS Survey
Triggers
Invoice
Discovery Session
Project
Ticket
Timers
Maximum every 3 months
Calculation
Promoters (score 9-10)
Passives (score 7-8)
Detractors (score 0-6)
Blast Emails