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- User guide
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Admin guide
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- Test blog page
- UAT Testing Standard Page
- Standard Page
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Learning
Diary
Aktualisiert am 11. Feb. 2022
The diary in SuperOffice is a tool to plan all your tasks and meetings like you have never used it before. You will always be in control of your daily schedule. At the same time, you can keep track of a customer's complete history. Your Outlook or Google calendar won't be able to match it!
Build customer history
The beauty of the diary is that every activity you create and connect to a customer will show up on that customer’s card. This means you can look into the activity list for that person, and see all previous dialogue and all planned meetings.
This helps every one to get an overview of what is going on. It will be easy to see the customer’s full history.
Get full control of your schedule
Just like the calendar you are used to, your SuperOffice diary helps you remember everything you need to do on a daily basis. With your SuperOffice diary, you'll also be able to book meetings and resources, and you can check if colleagues are available to join (video). It will be easy to get an overview of overdue activities as well. You will never forget to follow up on your contacts.
Unlike other calendars, you can organize activities into projects and sales. This will give you a complete overview of all activities and communication connected to your project or sale.
The diary will show you who you are meeting, when and where. You'll get an overview of all your activities planned within timeframes like a day, week, and month.
There are many types of activities you can register – in a new database, you will find appointments, phone calls, tasks, and more. Your administrator can also add your own types of activities.
Register an appointment
Whenever you talk to a contact, you should register the activity in your diary and connect it to that person. This shows everyone that you are working with that contact, and they should treat him or her accordingly. It also helps you remember everything you need to do, which will make you a person to trust.
There are many types of activities you can register – in a new database, you will find appointments, phone calls, tasks, and more. Your administrator can also add your own types of activities.
How to register an appointment
Invite your colleagues
You can invite your colleagues by adding them to your calendar activity. They will get an invitation, which they can accept or reject. It's easy and hassle-free for everyone!
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