Our Clients Know What We're Working On…It's Right in Thier Own CRM
This article discusses how P2 Automation keeps clients updated with service tickets and project tasks within their CRM system. The video explains how clients can track the progress of their projects and tasks using the System Issues feature in CRM. The video also explains the different task statuses and how clients can add notes and receive updates on status changes. P2 Automation can enter tasks on behalf of clients, but clients can also enter tasks themselves. Overall, this feature allows clients to have visibility and transparency into the work being done for them within their CRM system.
Article 15m
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