Related Questions:
How do I track my tasks?
How do Iog an email?
How do I enter a phone call?
What are the various task types?
How do I log my sales activity?
Add a reminder
Environment:
Event Temple Web App
Procedure:
Sales activities can be logged through the task functionality in Event Temple. You can add a task to an Account, a Booking, a Contact, or directly from the Task tab.
Adding a Task to a Booking
Access the Booking you wish to add a Task to
Click on the Task subtab
Click on the New Task button
Fill out the appropriate fields
When complete, click Save
Adding a Task to a Contact
Access the Contact you wish to add a Task to
Click on the Task subtab
Click on the New Task button
Fill out the appropriate fields
When complete, click Save
Adding a Task to an Account
Access the Account you wish to add a Task to
Click on the Task subtab
Click on the New Task button
Fill out the appropriate fields
When complete, click Save
Adding a Task to the Task tab
Access the Task tab on the left-hand side of Event Temple
Click on the New Task button
Fill out the appropriate fields
When complete, click Save
Tasks in Event Temple and your day-to-day
The task creation pop-up window has various fields associated with it. The following video outlines those task fields, as well as the broader task workflow.
The Task Fields
When creating a task there are various fields to be filled out. The definitions of those fields are as follows.
Task Name: The name of the task that will be assigned (i.e. Follow-up with Client)
Task Type: Classifies the type of action that will be undertaken in this task (i.e. phone call, email, room set-up)
Assignee: The person that the task will be assigned to. By default it will be assigned these are creating the task. But this can be changed.
Booking: The Lead or Booking that the task is associated with.
Contact: The contact associated with the task, if needed. (i.e. who will you call)
Account: The account associated with the Booking, if used.
Due Date: Date that the task is scheduled for completion.
Due Time: Time that the task is expected to be complete.
Duration: The length of time the task is expected to take.
All Day: Check this box if the task will take an entire day, rather than a set time.
Description: Any important details that are important to remember when completing this task.
Result: Final results or next steps of the actions taken. (i.e. Client agreed to sign the contract)
Completed: Check this box if the task has already Been completed upon creation. This is useful when creating tasks while simultaneously performing them.
Reminders: A reminder (or multiple reminders) can be added to a Task. For each reminder, an email notification will be sent to the assigned user.