With all contacts, we have the opportunity to create tasks that will advise the team when, why and what to do next during their shift. This could include following up with a prospect, booking a tour, checking in with a new member, etc…
Most of the tasks that involve the journey from new prospect to member will be automatically created following the stages laid out within the following pages, however, we have the ability to create individual tasks for team members to review the next day or tasks to remind the team to follow up with something in the future. This can be done by clicking on the Task button (top left) and by completing the relevant information (see image).
When a team member starts their shift, they will land on the task page automatically (once setup). This will give them a clear understanding of what they may need to do during their shift.
