Increasing customer retention rates by 5% increases profits by 25% to 95%

Know your next touchpoint by setting up call cycles based on how valuable customers are to your business via the account management dashboard

Toggle filters and select lifetime value (product share) or rank (assign rank via bulk data update)

Or open a client profile via search everything and add the activity you wish to repeat.

Choose the type of activity i.e account management phone call (customise activities via the setup menu), time period (every 6 months), and the number of times you wish it to repeat (no more than 10)

Click ToDo and every 6 months Bud Whitman will be prompted to make an account management call to Eidel repeating x 10.

On setting up the repeating activities/call cycles when the activity comes due execute it and enter notes within the activity, if a follow-up activity to the account management phone call is required create one when prompted

Deferring a call cycle activity for too long without executing will result in multiple reminders on your to-do list as they come due