1
00:00:00,600 --> 00:00:05,491
A saved enquiry needs someone responsible and a clear next step.

2
00:00:05,491 --> 00:00:08,636
Open Emma's lead and check Assigned agent.

3
00:00:08,636 --> 00:00:12,712
Maya is handling this enquiry, so keep her assignment.

4
00:00:12,712 --> 00:00:16,205
Now open Tasks on the lead and add a task.

5
00:00:16,205 --> 00:00:21,388
Write 'Confirm Emma's viewing', set it for today at four, and check

6
00:00:21,388 --> 00:00:22,785
the task's assignee.

7
00:00:35,000 --> 00:00:40,479
Because you started from Emma's lead, the task is linked to her enquiry.

8
00:00:40,479 --> 00:00:43,903
Save, then check it in the lead's task list.

9
00:00:43,903 --> 00:00:47,613
Maya can now see what needs to happen and when.

10
00:00:47,613 --> 00:00:52,122
Update the task when the confirmation has actually been done.