Everyday, you have hundreds of tasks you need to follow through on for your customers – quotes for a job, availability for a part, information about a new product… the list goes on. To keep track of these tasks, just follow 3 simple steps:
STEP 1: Find the customer (see Global Search), then go to the Contacts/Tasks tab.
STEP 2: Click “Insert” under the Tasks section
STEP 3: Add relevant information (make sure you include a DUE DATE) – then click “OK”.
See your “to-do” list
There is no point adding tasks if you don’t follow up. To see a list of tasks, go to Sales -> Reports, then select the “Tasks Report”.
The rest should be self-explanatory…
Now that you know how to create tasks & follow up on tasks, you can use this to ensure all your prospects are closed ? and customers requests are satisfied ?.