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Capture a Note/ a Screenshot

  1. Copy and paste it in chat, ask DeepVista to “add customer A to my CRM Tracker.” DeepVista will automatically update the row.

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Monitor your Email

1

Ask DeepVista: Monitor my email inbox and update the CRM Tracker everyday.

DeepVista will create a Scheduled job to run the monitor workflow automatically.
2

Get an email alert when a CRM contact has an update.

3

On the CRM tracker, click to check Person Card for recent interaction.

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Congratulations.

You just built an intelligent CRM Tracker. Start acquire, engage, and retent!