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Log Your Activities And Create Follow Ups
Log Your Activities And Create Follow Ups
V
Written by VipeCloud Developer
Updated over 6 months ago

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

0:01

hello Vipers for today's what's the flow

0:04

we are going to talk about the new

0:07

design to tasks and so this updated

0:11

design for tasks makes it much more

0:14

straightforward to distinguish between

0:17

the two main kinds of tasks that you

0:19

have which are open tasks and completed

0:23

tasks and you have a easy switch right

0:27

here to go between the two kinds

0:31

and basically the punchline here is that

0:33

open tasks are

0:36

to-dos and completed tasks are things

0:39

that you have

0:41

done so if we're g to for instance log

0:46

the fact that we just called a prospect

0:49

we would want to make that into a

0:51

completed task so we could

0:57

say you know give it a the subject line

1:00

of say called bugs and then under

1:02

details we could give the details of the

1:07

call completed date and time by default

1:10

it's going to be right now but if it

1:13

happened sometime in the past you could

1:15

easily change the time create reload to

1:19

create that task now an open

1:23

task is a to-do and so this is where we

1:28

would say

1:31

call bugs back and then under due date

1:35

and time you can select the time that

1:37

you want this to be

1:39

due also note that when you switch back

1:42

and forth between

1:43

these it'll switch between completed and

1:47

due

1:49

dates and then create and reload

1:52

to create the open task that will serve

1:55

as a reminder to complete something so I

1:59

hope this

2:00

eles

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