Business owners capture dormant customers into CRM and tracking sheet
Business owners capture dormant customers into CRM and tracking sheet
Business owners miss re-engagement when dormant 'zero orders in 900 days' contacts aren't in CRM, letting repeat buyers go cold. It adds them to your CRM and tracking sheet so marketing prioritizes recontact.
Overview
Dormant customers are missed revenue opportunities when re-engagement contacts don't reach the CRM. This workflow captures 'zero orders in 900 days' contacts into your CRM and tracking sheet so marketing and sales prioritize recontact, driving faster first touch and fewer missed follow-ups.
Notable Features
- Add dormant customers to CRM
- Log contacts to tracking sheet
- Tag and prioritize re-engagement list