Task and Action

ADD A TASK

In the client's file, in the third block, you will find the icon Add a task or an action.

CHOOSE YOUR TASK TYPE

You can choose a task of your choice, by default it will always be the call task.

CHOOSE A DATE AND A SCHEDULED TIME

We can select the date manually or we can click on the calendar to get the whole month. We can select the time we want to execute our task, remember that the time is in 24 hours.

USER GROUP

By default, if your name is on the card, we will choose your name

DESCRIPTION OF THE TASK

The description box can be very useful if you leave yourself a task for the future to know why you have to contact the customer. Is it for a follow-up? A purchase? An appointment? A return call?

ADDITIONAL ASSIGNED USERS

If you want to assign one or more people to this task, add the names

ATTACH A FILE

If you have a photo to add, you can import it on the task

TASK NOTIFICATION

When you go to save the task, it will appear in the top tab. The note in green will be to announce that the note is in more than 24 hours, in yellow it is today and in red you are 24 hours late. We can access the task by clicking directly on the description.

MANAGE TASKS

This tab is like your calendar. This is where you can edit, close and subscribe to a task. In addition, you can see the creator of the task, the creation date, the time, the date, the icon, the client, the opportunity, the description and the attachment if any.

Subscribe or unsubscribe to the task

GREEN : the employee is not late

BLUE : the employee has done the task (so let's see if they have done it well)

RED : the employee has not done the task and is late

Edit your task with the pencil

Close the task as a salesperson

Close the task as a manager by clicking on the person's name

Completed task

The names will be crossed out and you will see when the task has been completed.

FILTER BY STATUS

NEXT TASK TO DO

You can see the next task to do in the yellow box. To know the other boxes, I invite you to consult the article: explanation of the calendars

TASK CALENDAR

You can view your tasks or the tasks of a department, etc. in the task calendar. Learn more with the training article here.

DIRECTOR ACTION

Only the director will have access to this button. He will then be able to register his TO (Take over) and a BUMP.

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