💡 You can link actions to relationships in order to follow them up. These typically involve an on-site visit, an online meeting, a phone call, etc.
⇢ Go to Relationship Management – Actions.
Click the green plus icon to create a new action.
Click on an action to edit or update it.
General data
Relationship: select the relationship this action belongs to.
💡 Haven’t created a relation for this action yet? Follow this 👉 guide.
Contact: the contact person for this relationship.
💡 Need to create a contact person for this relationship? Follow this 👉 guide.
Participants: by default, an action is assigned to one representative. In this field, you can select additional representatives who participate in the action. The action will also appear in their calendars.
Action type: the type of action, such as a phone call, an on-site visit, an online meeting, etc.
💡 There are no default action types in Douano. You can set up your own.
💡 Want to create a new action type? Follow this 👉 guide.
Account manager: the account manager who carries out this action. This is automatically filled in with the representative linked to the selected relationship, but you can adjust it if needed.
Status: the status of this action. The status helps you distinguish between planned and completed actions.
Start date and time: the starting point of the action.
End date and time: the ending point of the action.
All day: checked by default. If you uncheck ‘All day’, you can enter a start and end time.
Notes
Subject: the subject of the note.
Note: contains both the points you plan to discuss with the relationship and the items you actually discussed. This way, you have a complete record of the action.
💡 Keep in mind that this report is also shown in the history of a relationship, so it should be written clearly enough to provide quick insight into the history.
Update status and priority of relation
New status: if the relationship receives a new status as a result of this action, you can indicate it here.
💡 By assigning the new status through an action, this change is traceable in Douano. For example, you can keep track of how many prospects became customers and when.
💡 Want to create a new status? Follow this 👉 guide.
New priority: if the relationship receives a new priority as a result of this action, you can indicate it here.
💡 Want to create a new priority? Follow this 👉 guide.
Costs
💡 In this section, you can enter any expenses incurred for this action. These costs are shown in the dashboard and the CRM Costs report.
Description: enter the description of the cost incurred. Typical examples: parking ticket, lunch, etc.
Product: if you have handed over certain products (such as samples) to the relationship, you can select them here to fully account for the cost of the action.
💡 If you are using the Cost Management module, the cost of the product will be retrieved automatically. You can also enter the cost manually.
Quantity: the number of times you want to charge this cost, e.g., the number of bottles you handed over.
Price: the cost to be charged, such as the cost of a lunch or of a product.
💡 If you selected a product for which cost data is available via the Cost Management module, the cost is automatically filled in here. You can also enter it manually.