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.
Click on Task button to start Auto Task Manager.
Click on New button and enter whatever information available for new task.
Then click Save button. The task will be repeated till End Date with selected Frequency.
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.
Click on Start Date in the list of tasks.
All Pending Tasks will appear on top of the list in descending order.
Click on Attach button in Auto Task Manager.
Click New button to attach documents related to that particular task. Then click Save button.