Referral LoopTasks, reminders and logging calls
Add a task
- Go to Tasks and choose New Task. Describe it, pick a Due Date, and start typing a referral, client or agent in the box to link it. Leave the box empty for a task that is just yours.
- A task linked to a referral also shows on that referral's client and agent.
To change a task, click its name (or choose Edit from ··· on the Tasks page), change what you need and choose Save Task. You can change its words, due date, reminder and what it is linked to. On iPhone, tap the task.
On a referral, client or agent, open tasks are listed above the Activity filters. A task you complete appears in the Activity as one line, in order with your calls and notes.
Tasks are listed under Open, Completed or All.
Log a call, text, email or meeting
On a referral's activity, under Log something, choose Call, Text, Email or In Person, write What happened and choose Log it. Turn on Share with if the other agent should see it too.