Automatically prompt users to set a task when they've completed a task in there's no task set for the future
gathering votes
A
Adam Miller
It would be useful for our users to be prompted to set a new task when they complete one, in order to make sure that customers don't fall off of a workplan.
Shawn Goebel
Merged in a post:
Please, the ability to set recurring tasks.
K
Kurt Nystuen
Automatically rescheduling at the time I set the original task for. A little menu with the 6 working days as check boxes if you wanna get crazy. A little checkbox that says "Make it recurring?" would make customer follow-up a lot easier. Very helpful for my customers in service and also sales :)
A
Alex Bushey
please....please....whatever feature this is, make sure email campaigns are NOT counting as tasks, because as of now they are...if the campaign has a scheduled email it counts as a set task, and that is making it so users have no clue they themselves need a task....
J
Jackson Rodriguez
Was one of my favorite features of dealer socket , never forgot with the big green annoying banner
Shelby Parker
Hiya Kurt Nystuen, thanks for this post! I have a few more questions for you:
- How frequently do you envision needing to set recurring tasks (e.g., daily, weekly, monthly)?
- Are there specific types of tasks or follow-ups that you would prioritize for this feature?
- Would you need any notifications or reminders for these recurring tasks, and if so, how would you like to receive them?
K
Kurt Nystuen
Shelby Parker Hi :)
- Almost every day I have a customer where a recurring reminder would help me keep in touch with them (after the default 7 days of auto-set tasks).
- Prioritized tasks include but aren't limited to:
-Customer has a vehicle I've sold them in service
-Customer needs continued follow-up for a refund
-Customer has ordered a part/service/accessory and wants me to follow up with tracking info
-Customer is a "waiter" meaning they are in no rush and looking for a specific car.
-Deal is out of state and will likely need constant follow-up
- No reminders necessary, I would prefer if they pop up in the workplan. If you wanted to add a notification feature it would be nice to see it pop up under the bell :)
Not only would this aid in customer follow-up, it will also contribute to Walser's goal of generating return business. Good follow-up=happy people who are likely to buy again.
Thanks Shelby!
C
Chris Demetriades
How is the ongoing investigating set up? Good question
Shawn Goebel
gathering votes
Shawn Goebel
Adam Miller Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Thank you for posting, Adam Miller! I have a few more questions for you:
- What specific criteria should trigger the prompt for setting a new task?
- Should the prompt suggest specific types of tasks or leave it open-ended for the user to decide?
- Is there a preferred method for notifying users about the prompt (e.g., email, in-app notification)?
A
Adam Miller
Shelby Parker 1. Anytime a touchpoint or task of any kind is completed on any deal in an open status.
- Open ended is fine.
- In our previous CRM, a window popped up inside the deal for about 15 seconds before disappearing. I'm not sure how close you can get to that functionality, but an in-app notification would be useful provided that it went away automatically when the user sets a task (I don't wanna clog up their notifications with stuff they've already taken care of, I just want to make sure that no customers roll off of the workplan if the user completes a deal and then runs away from their desk for some reason).
C
Chandler Bainter
Shelby Parker --- The prompt could be as simple as "Do you want to set a follow-up task?" with a Yes and a No button.