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D12 / Product demonstration

Sales follow-up and deadline management

A sales-operations product case connecting follow-up deadlines with the context of each customer relationship.

Project scope
Product case
Material
Supplied product screens · sample data
Business systems D12
Sales follow-up and deadline management — Supplied product screens · sample data
Sales follow-up and deadline management — Supplied product screens · sample data
Sales follow-up and deadline management
01 / WORK & DECISIONS

The work
we connected.

Product case

01

Due-date priorities

Order overdue and upcoming work to show which contacts need attention.

02

Contact context

Connect each follow-up task with the relevant contact information.

03

Filters and status

Filter tasks and distinguish their states to find the work that needs action.

04

Mobile follow-up

Provide responsive task lists for reviewing schedules while away from a desk.

SCOPE NOTES

A clear account of the scope.

Data adapters, Responsive UI

Case type and public evidence

Project experience, concepts and product demonstrations are identified by scope. Contracting entities, participation dates and operating results are not inferred from incomplete material. Original images may contain illustrative figures and wording from the source document.

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