Learn how to use tasks to log both did-do's and to-do's. Log your calls on contact records, and then create tasks to ensure you follow up on time.
Transcipt
Transcipt
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hello Vipers for today's what's the flow
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we are going to talk about the new
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design to tasks and so this updated
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design for tasks makes it much more
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straightforward to distinguish between
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the two main kinds of tasks that you
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have which are open tasks and completed
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tasks and you have a easy switch right
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here to go between the two kinds
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and basically the punchline here is that
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open tasks are
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to-dos and completed tasks are things
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that you have
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done so if we're g to for instance log
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the fact that we just called a prospect
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we would want to make that into a
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completed task so we could
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say you know give it a the subject line
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of say called bugs and then under
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details we could give the details of the
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call completed date and time by default
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it's going to be right now but if it
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happened sometime in the past you could
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easily change the time create reload to
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create that task now an open
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task is a to-do and so this is where we
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would say
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call bugs back and then under due date
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and time you can select the time that
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you want this to be
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due also note that when you switch back
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and forth between
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these it'll switch between completed and
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due
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dates and then create and reload
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to create the open task that will serve
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as a reminder to complete something so I
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hope this
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eles