Overview
Task in a CRM is a record created in CRM against a certain
Lead or Deal or Contact in order to keep track of certain activity
which is required to be done in future. It is primarily created
with the following objective in mind:
- To help you with appropriate reminders at the right time.
- To keep track of all the upcoming planned activities for a
Lead or a Deal. This ensure that no deal or lead is left abandoned
without any activity planned for it.
- The completed tasks also get added into the timeline of
the Deal or Lead so that in future the salesperson can quickly go
through the timeline to understand when was the prospect last
contacted. Based on this information, the salesperson can decide
on the next follow up action required.
Need for this
As a salesperson, when you are working on a Lead or a Deal,
During the sales process, you may sometime find the need to do the
following:
- You need to setup a Meeting with the prospect or client
stakeholders.
- You need to follow up with a lead
- You need to follow up with a prospect regarding a certain
deal.
- You would like to keep track of all such list of todo
tasks and activities to not miss any important task.
- You would like to put a reminder for the activities or
tasks at appropriate time configured by you so that you can
prepare well in advance.
Tasks Management feature in Toolsoncloud Sales CRM helps you
achieve all the above,
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