Example 1: a web designer
Example only: a web designer adds a lead from a referral as Beginning, adds a note about the budget, then moves the lead to Mid after the proposal. A reminder prompts the follow-up call.
Example 2: a clinic receptionist
Example only: a clinic logs a new patient enquiry, notes the preferred appointment time, and sets a reminder to call back if the patient does not confirm.
Example 3: a tutor with a waiting list
Example only: a tutor stores each family's contact details, notes the subject and schedule, and marks families as Hot when a seat opens.
Common questions
Are these examples real customers?
No. They are illustrative examples of how a CRM can be used.
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