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
- From the DealerTeam Sales app Click Sales Up.
2. Select the desired sales up.
Step Two: Schedule a New Task
- Click the Activity tab.
- Click the New Task sub-tab.
- Fill in the * required information.
- Click Save.
Learn how to Complete Tasks.