How does it work?
You have a set of tasks that are assigned to you with each up sheet, whether you manually enter the contact or are assigned an internet lead. Tasks will change as the status of the up sheet changes.
To complete a task:
Click the box next to the task
A box will pop up - select the appropriate label (for example, you called a customer choose outgoing call) and enter in comments
Click "Add activity"
To edit a task:
Put the cursor over the task and click the edit option that pops up
Make your edit - rename the task, change the due date, or reassign the task to someone else
Click "Update task"
To add a task:
Click “Add Task”
Label the task, for example: Call, Email or Follow up
Pick the date you want the reminder on your Schedule
If you would like to pick a time, Click “At a specific time”
Click “Add task”
Suggestion: Always have a task on an up sheet you want to follow up with so that customer stays on your schedule and you don’t forget about them.