How do I set follow-up tasks for customers?

A follow-up task is a reminder for your team, such as "Call about the Eid order on Friday". Add it with New task on the Follow-up tasks page, or from a customer's profile, then press the round tick when it is done.

Where to find it

Admin › CRM › Customers › Follow-up tasks (সিআরএম › কাস্টমার). The page itself is titled Tasks.

Seeing the tasks needs CRM — see customers. Adding, ticking and deleting them needs CRM — work with customers. Admin, Manager, Supervisor and Moderator have both with their role. The store owner always has them.

Step by step

A task linked to a customer

1. Go to Admin › CRM › Customers › Customers and open the customer.
2. In the Follow-up tasks box, write what needs doing (for example "Send the new saree photos").
3. Pick the date and time it is due, if there is one.
4. Press Add. The task is yours, with normal priority.

Any other task

1. Go to Admin › CRM › Customers › Follow-up tasks and press New task.
2. Fill in What needs doing? and, if you like, Details.
3. Pick the Due date and time and the Priority (High, Normal or Low).
4. In For, keep Me or pick a team member.
5. Press Add task.

When it is done

1. Press the round check button next to the task. It moves to Done.
2. Pressed by mistake? Press it again on the Done tab and the task opens again.

Good to know

• Tabs: Open, Overdue, Today, Upcoming, Done and All. Open, Overdue and Today show how many tasks they hold.
• Whose tasks: the list starts with My tasks. Switch to Everyone's tasks or one person to check the team's list.
• Overdue tasks show their due time in red. Tasks with no date say "No date" and sit at the end of the list.
• A task linked to a customer shows their name (it opens the profile) and a phone button to call them.
• The Open tasks card on the CRM overview counts the open tasks, how many are yours and how many are overdue.
• My tasks under My workspace is a different list: each person's own private notes. Customer follow-ups live here.
• Each store's tasks are its own. Another store never sees them.

Common problems

• There is no New task button and the tick buttons are grey. The login has only CRM — see customers. Add CRM — work with customers in Admin › Administration › Users & access › Users & logins.
• A task you gave someone is not in your list. The list shows My tasks first. Pick Everyone's tasks.
• You want to link a task to a customer, but the New task window has no customer box. Add the task from that customer's profile instead.

Related

• What is on a customer's profile?
• What does the CRM overview show?
• How do I note a call or a note on a customer?
• Who can see and work with customers?