As you’re completing any type of process it’s likely that you’ll have a number of tasks to do. From arranging calls, booking meetings or simply doing follow-up, it can be easy to forget to do add a task to your list. While a good database can let you schedule a task in advance to remind yourself, there is an even better way.
There are various methods that can be used to get your CRM to automatically create tasks for you. From outlining all necessary tasks at the start of a process, to opening new ones on a stage change or the closure of a previous task. Plus you can even set the deadlines to be automated with respect to dates such as when the process was started.
This kind of flexibile automation makes sure that you’ll never forget when a critical stage of process is coming up again!
Have a quick chat with one of our team to answer your questions!