G5 SLM Intervals for each Tier

G5 SLM Intervals for each Tier

Platinum

Gold

Silver

Bronze

Prospect

Personal Contact

Every 60 Days

Every 90 Days

Every 90 Days

Every 180 Days

Every 90 Days

Portfolio Review

Every 120 Days

Every 180 Days

Every Year

Every Year

N/A

Birthday Lunch

Every Year

Every Year

As Needed

As Needed

N/A

Education Event

Every 180 Days

Every 180 Days

Every Year

Every Year

Every Year

Social Event

Every 180 Days

Every 180 Days

Every Year

Every Year

N/A


    • Related Articles

    • How to Run the SLM Touches Report on the Contact Workspace

      SLM Touches Report brings the SLM to the Contact Workspace. You can run it on a specific list of people, a specific SLM touch type, and/or a specific Touch Status. Best Practice: This report is most useful when you need to divide your SLM lists by ...

    • How to Customize Tier F in G5

      Tier F was added to allow users to customize an additional Tier if their business model needs it. To Customize Tier F: Name a new Service Level. Assign the intervals for the SLM Touch Types to the new Service Level. Contact Software Support with the ...

    • How to Run the SLM Touches Report in the SLM

      The SLM Touches Report is a report you can run in the Service Level Manager (SLM) or the Contact workspace. This document explains how it works in the SLM itself. Note: There is one major difference between this report in the SLM compared to its ...

    • Scheduled Item Definitions

      Schedule Items are the activities that will appear directly on your calendar in G5. You can create them on the Activity Tab of Records, Opportunities, or Service Requests. Or you can create them directly on any Calendar screen. When listed in G5 they ...

    • How Activities Update the SLM

      Updating the SLM with your activities follows a sequence: Enter an Activity that matches a Touch Type The Touch Status of the matching Touch Type will be marked as Scheduled, for the date of the matching activity. Complete the activity, and mark it ...