Automatic Tasks if the customer has not bought for X days
Release date:
A new function in the Hanna CRM system is the creation of an automatic task if the customer has not bought for X days.
You can describe customer levels in the system (System Settings > Contacts > Customer Levels). Specify the number of days at the customer level - the number of days indicates how many days after to create an automatic task, if the customer has not been invoiced during that period. In the contact's profile, indicate which customer level they belong to.
