发明名称 SYSTEM AND METHOD FOR MANAGING PROSPECTS
摘要 A method for managing prospects includes generating a follow-up activity for a prospect, the prospect associated with a client and a vehicle. The follow-up activity is generated based on a results-based schedule. The follow-up activity is assigned to a user. After carrying out the follow-up activity, the user inputs the result of the follow-up activity. A new follow-up activity is generated based at least in part on the result.
申请公布号 CA2915369(A1) 申请公布日期 2016.06.15
申请号 CA20152915369 申请日期 2015.12.15
申请人 BROCKMAN, ROBERT T. 发明人 BROCKMAN, ROBERT T.
分类号 G06Q30/00 主分类号 G06Q30/00
代理机构 代理人
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