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Schedule Follow-up Tasks


Schedule follow-up tasks and keep an active work plan. Eliminate the chance of forgetting a valuable customer.

After reading this article you will be able to:

  • Navigate to a Sales Up
  • Schedule a new Task



Step One: Navigate to a Sales Up

  1. From the DealerTeam Sales app Click Sales Up.



2. Select the desired sales up.



Step Two: Schedule a New Task

  1. Click the Activity tab.
  2. Click the New Task sub-tab.
  3. Fill in the * required information.
  4. Click Save.

Schedule a Follow-up Task for Lightning- activity, new task, required info and save.png


What's Next

Learn how to Complete Tasks.