Activities classified as requests

Requests can be used in marketing (e.g., for processing information or document requests), in sales (not for every request a business opportunity is created), or as a "slim" solution for processing complaints etc. when the service module is missing.

For processing, tracking and controlling incoming inquiry activities (usually phone calls, emails, letters or faxes) and for customer care, you can use the Lead management portal in marketing. There, incoming inquiries can be consolidated, evaluated, distributed to the responsible employees and teams, and their further processing can be tracked. If an inquiry develops into a business opportunity or an offer, you can track this.

Inquiries can be created by classifying (Additional classification) the activ­ity by means of which the inquiry was made. The activities visible in the Lead Management portal always have "Lead request" as their secondary classification .