Tasks
Tasks are manual follow-ups you and/or your sales reps must complete. You have a set of tasks that are assigned to you with each Up Sheet, whether you manually enter the contact or are assigned an internet lead. Tasks will change as the status of the up sheet changes. To edit, add, or delete a task:
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Click the three dots next to a task.
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Adjust the description, due date, and assignee as needed.
Scheduled Messages
These messages require no rep action. They are pre-set by your Admin to send on specific days and times. Any user has the ability to set scheduled messages themselves as well. Coming Soon: Set it and Forget it!
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Scheduled Messages can be found in the 'Communication' section of a Customer's Up Sheet.
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To edit or delete a scheduled message, select the 3 dots found to the right.
Admin Only: You can also customize or add to action plans by attaching templates from your library and setting send times.