Are you a list maker? Yeah, So are we!
The Daily Task List shows you all of the people that you need to follow-up with today, and makes sure you are staying in touch with all of your customers, prospects and team members.
Using the Daily Task List, you can:
- View all of the current days scheduled follow-ups.
- Act immediately on past due follow-ups for contacts displayed in RED.
- Look Ahead to see future follow-ups scheduled using the 'Tasks Due By...' option in the top right of the screen.
- Edit a follow-up date or change your follow-up notes using the 'pencil' icon. Click and make your changes -- it's just that easy!
- Log an Activity using the conversation bubble, and mark it complete when you're done.
Remember, by default you will only see follow-up reminders on this page that are either past-due or due today. To see any activities or conversation follow-ups you have scheduled in the future, use the 'Tasks Due By...' search option in the top right corner of the screen.
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