Duration User-Defined Field

 

Maximizer CRM users should be familiar with user-defined fields (UDFs). UDFs allow for users to create a customised view of their company’s data; specifically tailored to their business needs. UDFs can be configured to describe Companies, Contacts, Opportunities or Customer Service cases. These customisable UDFs help build your unique insight and processes into your CRM system.

A sales team without an effective prospecting process could lead to the overall reduction of the team’s sales effectiveness. A major factor that contributes to a prospect becoming a successful lead is the time-frame in which a customer has been exposed to your brand’s offerings. One does not want to have a break in communication for too long. Managing one’s follow-up process is imperative when wanting to clinch the deal.

 

How would you regulate your follow-up responses if you are not aware of the time that has lapsed since you first made contact with a prospect? Duration UDFs are a great way to gain insight on this issue. It calculates the duration between another date basic or user-defined field and the current date. Because they are calculated from values of other fields, values for duration fields can be viewed in entries but cannot be set manually.

 

Once you have set up this UDF, you can also run an Advanced search on that specific UDF to retrieve the required information. When you choose the Specify Duration Field Values for Search option, if the ‘Return everything that’ dialogue box criterion is “equals” or “in between” it will search on the value as of today. If the criterion is “will be” you can search on a date range.