Add a follow-up task

Tasks · 30 seconds · Agent

The next action is linked to the enquiry.

English narration and visible captions. The tutorial uses fictional people and records in a demo agency.

Try it

1. Open the client’s lead and choose Add task, then Custom task.
2. Write the action and set its due date and time.
3. Check that the task is related to the correct lead.
4. Choose Create task, then check it in the lead’s task list.

Transcript

Give every enquiry a clear next step. Open the lead and add a task. Write what needs to happen, such as confirming a viewing, then choose when it is due. Check that the task is linked to the right enquiry and save. Your follow-up now stays beside the client's lead.

Files

• Open the video
• English captions (WebVTT)
• English captions (SRT)
• Transcript
• All video tutorials