Proactive Task Management with Leads
One of the time-tested proverbs within sales- “Always plan a next action”. Whether on a call, sending an email, or completing other tasks within your CRM, there should be a definitive next step for how to pursue an account. Well, proactive task management within Teamgate allows you to do just that.
How to turn on Task management with Leads to prompt a new task or activity when the previous one is marked as completed.
- Click Settings
- Navigate to the Calendar settings
- Select Activity Settings
- Within Additional Settings, toggle Create New Event “On”
For more information on how this setting operates during you normal usage of Teamgate, see the section below for a step-by-step walkthrough
Proactive Task Management with Deals
One of the most important criteria to close the deal on time – is efficient task management. To manage activities effectively, Teamgate CRM offers to adjust the settings so that system would automatically offer to create the new task when the last activity, associated with an active deal is completed. The settings mentioned would guarantee that there is always an upcoming task associated with an active deal.
1. How to adjust the settings so that Teamgate would offer to create new activity when the last activity associated with a deal is completed?
1.1. Click on the avatar on the right top > select Settings > Deals > Deals Settings > Additional Settings >move the slider to the right to enable the setting.
2. How does this functionality work?
2.1. Activities. The system will automatically open a new window to create the new activity when the last activity associated with a deal is completed. The activity may be completed from the Pipeline, deal’s card, Calendar and other.
2.2. Calls. The system will ask to mark if the call completed were successful or unsuccessful and instead of the “Save” button will show the button “Save and Create New“.
2.3. Meetings. The meeting does not require an active action to complete it, so when the meeting time has passed – the system will not offer to create a new activity.
