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You can add a task for each client in the platform. Tasks act as reminders, but are more functional.
Chats with clients for which tasks have been added will be displayed in a special tab Important, in the Chats section. If there are chats in this tab, it will open immediately when you open the Chats section:
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Types of tasks
There are 2 types of tasks:
As part of the sales plan, the task in the subscriber’s card will be visible to all managers who are added to the sales plan within which it was created, but in the Important tab, the chat with the client for which the task was added will be displayed only by the manager who is assigned to this client .
Personal tasks are tasks that only you can see (other managers cannot see).
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Adding tasks to the sales plan
To add a new task within the sales plan, you must be added as a manager to the sales plan and the new deal must be allocated to you. After this, you can open a deal, open a small client card and add a task to it, as shown in the screenshot below.
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Adding personal tasks
You can add tasks for a client that is not included in any of the sales plans. This will create a personal task that will not be visible to other users except you.
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Open the client card (click on the client name)
Select the "Tasks" section;
Click the Add task button;
A form for adding a task will appear. Select the start and end date and time of the task;
Enter the Task Name;
Enter a Description of the task;
Specify the Task Performer;
Click on the Save button:
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Notification about the start of a task
As a reminder of the task, 5 minutes before the start of the task, a notification will appear in the lower right corner of the page:
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Section Individual tasks
In the menu on the left you can find the Tasks section, where tasks will be displayed, you can see, manage, and edit tasks. In this section, you have the opportunity to view tasks in table format, as in screenshot 1, or in list format, as in screenshot 2.
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Also, functionality for mass actions and search by task will soon appear.
Multiple tasks for one client
You can add several tasks for one client by clicking on the "Add task" button. After adding, you will add one more task in the client card:
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