If you have a CIS Online Paid Subscription you can track companies and projects using CIS CRM by searching for projects you may be interested in or using one of your predefined saved searches as a starting point. From the results list you will see that you have the option to track any of the projects. cord your own specific project details.
• To track a project and assign it to yourself simply click the Track Project button
• If you have administrative privileges you can track and assign projects to other members of your team
• If a project is already tracked by one of your colleagues you will clearly see this from the list
• Tracking projects from the Project listing will automatically assign a recall date for the current day’s date
Visit CIS CRM Webpage for more information on other useful features in our CRM.
Visit CIS CRM Video Guides in our Gallery to see how to track compnaies of interest.
Download our CRM Guide to Tracking Companies for a detailed insight into the Track Company functionality