Separating Task Categories
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EDDY RAPHAEL
I suggest separating tasks that need to be finished into three main categories. 1) "Non-active" which would include things like Anniversary Touch and Birthday (tasks meant for clients who have not yet shown any interest). 2) "Active" which would include tasks for clients who are currently showing interest (these would be call, text, email, video). 3) "Follow-up" which would include tasks for clients who have already purchased. The reason I suggest this is because our current task list mix all of these together and it's harder to find clients which need to be prioritized. They should not all be on the same list. I hope this idea would be helpful to others as well.
Shelby Parker
Hey EDDY RAPHAEL, thanks for your feedback! I have a few more questions for you:
- How do you currently prioritize tasks within the mixed task list?
- What specific benefits do you anticipate from separating tasks into these categories?
- Are there any additional categories or subcategories you think would be useful for task management?
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EDDY RAPHAEL
Shelby Parker, I try to sort them by clicking on the info tab, but it is not enough to group what I called "Active" clients in the suggestion message I wrote above. The benefit would be being able to organize and locate "Active" tasks faster, which would help locate priority "Active" clients faster. Also would help to organize who needs a post sales follow up faster in a "Follow-up" category, and locate previous or reoccurring clients in the "Non-Active" who have yet to be addressed. I don't think there would be a need for more. This request specifically helps with leads that have not yet shown up to the dealership. Otherwise, Drive already can show you "engaged" "visit" "proposal etc. as categories.