Skip to main content

 

 

DealerTeam

Schedule Follow-up Tasks

Goal

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.

2020-03-30_10-19-34.png

 

2. Select the desired sales up.

2020-04-02_08-46-06.png

 

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.