How does it work?
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.
There are two ways to complete a task:
Directly Completing a Task:
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Click the box next to the task.
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A pop-up will appear; select the appropriate label (e.g., if you called a customer, choose "Outgoing Call") and enter any comments.
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Click "Add Note" to complete the task.
Completing a Task via Communication:
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Go to the Communication section of the Up Sheet.
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Select either "New Text Message" or "New Email."
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When composing your message, you'll see an option indicating you have a task due for the day. Select 'Send and Complete' to complete the task.
Editing a Task in AutoRaptor
To edit a task:
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Click the three dots next to the task and select the "Edit" option.
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Make your changes—rename the task, change the due date, or reassign the task to someone else.
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Click "Save" to apply your edits.
Adding a Task in AutoRaptor
To add a task:
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Click the '+' button to the right of Tasks.
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Label the task (e.g., Call, Email, or Follow Up).
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Pick the date you want the reminder to appear on your schedule.
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Click “Add Task” to save it.
