Utilizing the To-Do List
The to-do list in CRM+ plays a crucial role in helping you and your team stay organized and responsive to leads in your CRM pipeline. It serves as a centralized hub for managing day-to-day interactions and tasks associated with potential families.
Accessing the To-Do List
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Navigate to the CRM Plus Dashboard: Upon logging in, head to the CRM+ Dashboard, where you can find essential tools for lead management.
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Preview Assigned Tasks: Within the dashboard, you'll be able to preview the list of tasks assigned to you. These tasks are instrumental in maintaining a proactive approach to lead engagement.
Viewing Tasks on a Larger Scale
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Click on Leads: For a more comprehensive view, click on the "Leads" section.
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Navigate to To-Do List: Within the Leads section, find and click on the "To-Do List" option. This will provide you with an overview of tasks due today or in the future.
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Color-Coded Tasks: Each task on the list is represented by a color-coded dot on the right-hand side, indicating different task types or priorities.
Marking Tasks as Completed
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Select a Task Item for a Lead: To mark a task as completed, click on the specific task item associated with a lead.
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Access the Incomplete Task on the Family's Activity Page: This action will direct you to the incomplete task on the family's activity page.
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Mark as Completed: Simply click on Mark as Completed after finishing the task, and the status will be updated to Completed on that lead's page.
Benefits of Task Management in CRM+
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Enhanced Organization: The to-do list ensures that tasks are systematically organized, aiding in efficient daily interactions with leads.
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Prioritization and Overview: The color-coded system allows for easy prioritization, giving you a quick overview of pending tasks and deadlines.
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Streamlined Completion Process: Marking tasks as completed is a straightforward process, promoting a seamless workflow for your administrative team.