In this example, a new customer is looking for a company who sell a product you provide, and calls your main number. During the call, you agree to perform a demonstration of the product at a specific date/time.

Even a straightforward customer interaction such as this is nonetheless composed of many individual pieces of related information to store in your organisation’s CRM.

The first step is to divide the interaction into its individual components. In this example, we need to do the following:

  • Add the new customer
  • Add a new opportunity related to that customer
  • Add the details of the phone call to the opportunity

Here are the steps for performing these tasks:


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