Task Management
After selling product giving servicing on regular basis is a very tedious task. Use auto task manager to handle all of your servicing tasks automatically in effective manner. Also get task reminder every morning in your and your assistant's email inbox.
How to close servising tasks?
Double-Click on any task in the list to enter progress of task.
1. If the task is not over select In Progress from Action Status else select Finished.
2. Select Next Action from the list. If Visit is selected you will get the task reminder in your email inbox.
3. Select Action Date.
4. Select Assign To person.
5. Enter Action Details.
6. Click Save button.
If the task is Finished, it will be automatically set for next Frequency till End Date.