CRM isn’t just about tracking—it’s about collaboration. P2 Automation’s System Issues feature empowers clients to directly update task statuses inside their CRM, ensuring both teams stay perfectly aligned.
Key Collaboration Features:
- Accept or Reject Released Tasks: Confirm completed work or flag items needing revision.
- Prioritize Requests: Elevate critical items in the work queue by adding context.
- Cancel or Complete Tasks: Keep the project list clean and current by closing out unneeded or finished items.
The Advantage:
By integrating these functions directly into CRM, clients and support teams share a single source of truth. Every update automatically syncs to P2Automation’s internal task list, improving communication, efficiency, and accountability.
CTA:
Learn how real-time client collaboration through CRM can transform your support and service experience. Visit www.p2automation.com for details.
The post Enhancing Client Collaboration Through CRM: Updating System Issues in Real Time appeared first on CRM Software Blog | Dynamics 365.
