Logging Sales Activities
The record pertaining to Customer activity feed aids in referring back to an older conversation and getting ourselves updated quickly.
Salespeople often juggle multiple prospects simultaneously, making it challenging to recall previous conversations and critical details that could make or break a deal. That’s where SmartTask steps in to help.
With SmartTask, you can effortlessly maintain a record of all customer interactions and quickly refer back to past discussions—ensuring you're always prepared for the next conversation.
How to Maintain a Contact’s Activity Feed in SmartTask:
Select the task associated with the client interaction.
In the task detail view, click the More button and choose Attach Contact.
In the modal, search for the contact's name.
(Optional) If the contact doesn’t exist, create a new one directly from the modal.
Once selected, the contact is linked to the task. The task will now appear in the contact’s activity feed for easy reference in the future.
Stay organized, close deals faster, and never miss a detail with SmartTask.
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