Managing and Tracking Interactions, Communications, and Tasks in Company Module

Managing and Tracking Interactions, Communications, and Tasks in Company Module

Timeline

The timeline offers a clear view of all interactions and updates with a company, from emails and meetings to important changes. Twozo helps to keep track the activities and maintain an up-to-date overview of the company's relationship.

Here are the actions recorded in the timeline:

Fields

Definition

Company created

Displays when the company was added and the responsible owner.

Company Name Change

Shows the previous and updated names of the company, along with the owner who made the change.

Deal Associated

Displays the name of the associated deal and the owner who linked it.

Deal Title Change

Lists the old and new deal titles and the owner who updated it.

Merge

Indicates that the company was merged with another company to prevent duplicates.

Inbound Mail

Details of emails received from the company, which is associated with the contact, including the date, time, and content summaries.

Outbound Mail

Information about emails sent to the company, which is associated with the contact, including the date, time, and content summaries.

Call Failed

Records of calls that failed to connect are indicated in red, including the date and time of the attempt.

Voice Note

Details of voice messages left by the contact, including dates and content summaries.

Call Record

Audio recordings of phone calls with the contact, including date, time, and call duration.

Call Logged

Information about phone calls made or received, including dates and summaries of the conversation.

Email Logged

Records of emails sent or received, including dates and content summaries

Deal value updated

The sales owner updated the deal value.

Expected Closing Date Assigned

The owner assigned the expected closing date to a specific date.

Expected Closing Date Changed

The owner changed the expected close date.

Form Submission

The contact submitted the form on the specified page.

File Uploaded

A file relevant to the company was uploaded by the owner.

Note Added

A note regarding the company was added with additional information.

Note Edited

An existing note about the company was updated with revised details.

Meeting Scheduled

A meeting was scheduled by the owner 

Activity Title Changed

The owner changed the title of an activity.

Activity Note Added & Edited

The owner added or updated a note with details or updates about the activity.


NotesNote: The tracking details, attachment details, drafts, archives, and scheduled emails will not be displayed in the timeline.


Filter Timeline

Twozo filtering option in the Timeline, allows you to focus on the most relevant information according to your needs. The filter option includes features such as Calls, Emails, Notes, Activities, Files, and Updates. 


Conversation

The conversation section of the Twozo’s company module keeps an extensive record of all communications with the contacts associated with the company. This includes email threads, phone call summaries, and other correspondence, to keep a track of ongoing discussions.


Here are the mappings for the conversations:

Fields

Definition

Inbound Mail

Details of emails received from the contact, that is associated with the company, including the date, time, and content summaries.

Outbound Mail

Information about emails sent to the contact, that is associated with the company, including the date, time, and content summaries.

Draft Emails

Emails that are saved as drafts, indicated with Draft in brackets, showing the subject and body.

Scheduled Emails

Emails scheduled to be sent later, display the user’s name, scheduled send time, subject, and body.

Reply Mail

Responses within email threads, marked with Re and including replies and forwards to or from the contact.

Call & Recordings

Phone call details and recordings, including the call’s date, time, duration, and recording playback (if available).

Call Logged

Details of phone calls made to or received from the contact, including the date, time, and any associated agenda items.



Activity


The activity section ensures the sales action in an organized manner and track the activities efficiently. This includes scheduling and conducting demos, leads follow up, and managing client meetings.


It provides a comprehensive overview of both ongoing and completed activities, allowing for effective management of workload and follow-ups. 

In the activity timeline section, you'll find a detailed record of each activity, including the scheduled date and time, the type of activity, the assigned owner, and additional notes or comments that may be included to provide further context.

It also displays the associated company and deals, with a ellipsis menu available for easy editing or deletion of the activity directly from the timeline.

By keeping detailed records as follows:

Fields

Definition

Activities to do

Tasks or actions scheduled but not yet completed

Completed activities

Tasks or actions that have been finished and recorded


Filter Activities

The activity list can be filtered to show only specific types of actions, such as Calls, Emails, Meetings, Tasks, Lunches, and Quotes, enables you to concentrate on the activities that are most relevant to your current objectives.



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