There are two important things about follow up tasks:
A. How to create and assign follow up task
B. How to manage follow up task
A. How to create and assign follow up task
You can assign follow-up tasks in three different ways:
1) Follow Up Task
2) Batch Follow-Up Task (Multiple-Contacts)
3) Campaign Follow Up
1. Follow-Up Task
Go to a contact's profile. Select the Actions tab and then select the Task tab. Click the Add Task button on the right end.
After you click the Add Task button, you will get a pop-up window. There are several actions you can choose from: Email, Call, Sly Dial, Text, Schedule, and Hold.
Next, select the date and assign a staff member; you can also leave a note.
Once everything is filled out, you may click the Add Task button, as it will turn blue.
The task created can be viewed and edited by clicking the edit tab.
2. Batch Contact Follow Up (Multi-Contacts)
You can set up Follow Up Tasks by choosing the clients you want to set them up to. Then, choose the Batch Follow Up option.
Go to All Contacts or any contact group you like. Select multiple clients you want to set up a Follow Up Task, and then click Batch and select Batch Follow Up.
On the next page, click the " Add Follow Up Task box
And then click Choose Action and select the action you want
And then click the calendar and clock icon to set the action date and time. You can also select the staff member you want to assign the Follow-Up Task.
You can also add additional information and make sure to click the Save Follow Up Task button.
3. Campaign Follow Up Tasks
When you create/start a campaign, there is an action to create a follow up task
Set the wait days and wait hours, and then select the Follow Up Task Action. You can also assign a staff member to override the action and leave a short instruction.
Below is the order of the follow-up task that will be assigned to:
If the selected user is from the Drop Down List (DDL), then the user will be assigned this follow-up task.
If no selected user from DDL and contact has assigned staff member, then follow-up task will go to the assigned user.
If no selected user from DDL and the contact has NO assigned staff member, then the follow-up task will go to the creator of this campaign.
B. How to manage follow-up tasks
Creating and assigning follow-up tasks is as important as managing them.
Task Management can be accessed by clicking any of these;
Top Right Bar > Follow Up Task icon
Dashboard > Assigned Task section
Tasks Management can be filtered by date, task status, and task owner. By default, the task owner is the user currently logged in. It will display the next 6 months' tasks and the past 1 month's tasks from the current date.
Clicking on the Edit tab allows you to modify the task date and time. You can also choose how many follow-up task items will display on each page.
