Build your reference customer tracker.
Keep customer-reference requests within the topic and contact permissions granted.
How to build your reference customer tracker
Describe the job
Keep customer-reference requests within the topic and contact permissions granted.
Review the first version
Choose how the campaign manager records the customer and how the marketing reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A reference customer tracker example
A customer permits a written quotation but not reference calls.
Reference customer tracker example
- Record
- Reference customer tracker · 01
- Owner
- Campaign manager
Current stage · Campaign manager
Open the customer
A customer permits a written quotation but not reference calls.
Read the full walkthrough
Open the customer
A customer permits a written quotation but not reference calls.
- Record:
- Reference customer tracker · 01
- Owner:
- Campaign manager
Review the request status
Filter a new call request against that permission and keep it blocked unless separate consent is recorded.
- Stage:
- Review pending
- Owner:
- Marketing reviewer
Keep an expired or out-of-scope reference request pending new permission
Keep an expired or out-of-scope reference request pending new permission.
- Next action:
- Keep an expired or out-of-scope reference request pending new permission.
- Owner:
- Channel owner
What to include in your reference customer tracker
Keep the customer in context
Keep customer, permitted topic, permission scope, approved contact, expiry and request status together so the next person can understand the request or record.
When the next step needs a decision
A customer permits a written quotation but not reference calls. Filter a new call request against that permission and keep it blocked unless separate consent is recorded.
Keep request status visible
Keep an expired or out-of-scope reference request pending new permission.
Choose what each person needs
Give the campaign manager a working view and the marketing reviewer a review view. Keep customer and permitted topic attached to the decision as the work moves between them.
Questions about reference customer tracker
Start with customer, permitted topic, permission scope, approved contact, expiry and request status. Describe who enters the information and who reviews the next step.