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Set reminders on individual trials within CRM#29

When looking at trials within the Trials CRM area, it might become obvious / clear whether a trial is ‘likely’ to convert (i.e. they might have added their card, logged in lots of times and completed all of the conversion events).

In these cases, you’ll soon be able to set a reminder (perhaps by tagging them or changing their status) to tell the system that you exepect them to convert. Later on, if that person doesnt convert, we’ll send you an email (and possibly create a dedicated area within the CRM) to highlight folk that should have converted but didnt, so that you can manually reach out to them.

This will also pave the way for the first version of our scoring system where trials will be scored on their predicted chances of converting.

7 months ago
Changed the status to
Planned
7 months ago