Creating Tasks (to set reminders & manage your contacts)
Date: January 8th, 2011 | Category: dsAgentReach
https://helpdeskds.wpengine.com/ds-agentreach/creating-tasks/
Tasks are a very helpful relationship management feature.
Who followed up on that new client sales lead?
When did you last speak with your home-buyer lead?
With Tasks, you can set reminders so you never forget. Furthermore, when you set reminders, you can also opt to receive Email/SMS reminders so you never forget to follow up. To schedule a Task, perform the following:
Once you click on that tab, you’ll be able to create your new Task for this particular contact. There, you can opt to receive Email/SMS and pop-up alerts prior to your task due-date. It looks something like this:
To view all of your tasks, perform the following steps:
Here, you’ll be able to toggle between all of your previous tasks, next week’s tasks and the current week’s tasks. You’ll also see any reminders for overdue tasks in this panel.
Once you’ve performed these steps, congratulations! You’re well on the road to better relationship management with our clients.
Article published on Diverse Solutions Help Desk - https://helpdeskds.wpengine.com