Managing your waiting list involves a number of tasks and managing these tasks will determine your effectiveness in meeting your goals. ProsPex includes an integrated Task Manager that will alert you to all upcoming or unfinished tasks. Tasks can be assigned to any ResiDex user that has permission to use ProsPex.
When you log in, you will be prompted with a count of your upcoming and unfinished tasks. With the click of a button, you can print a to-do list. Finished tasks will be automatically marked as complete resulting in a comprehensive record of interactions with prospects.
Benefits:Special features of the ProsPex Task Manager include:| • View Tasks - View open,completed or all tasks • Create new tasks by selecting from a list based on task type and category • Enter free-form tasks to accommodate open-ended needs • Add notes about a task or update notes when the task has been completed | • Create follow-up tasks automatically • Create repeating tasks easily • Task Sets—Automatically create a whole task set with a click of a button • Task Types—Choose from a list of task types that you define. For instance, Initial Call, Follow-Up Call, Follow-Up Email, Follow-up Letter, Receive Signed Contract, and Send Proposal |
• Filter tasks by type, category, or staff | • Contact—Optionally choose a contact person for the entered task • Assigned To—Assign the task to yourself or to someone else who has access to ProsPex • Task Field—Free type a detailed description of the task • Done—Mark a task completed and optionally notify the person who entered the task of its completion. |
3. Report on Tasks
• List staff tasks by status, date or category | • View all completed tasks by staff members • Graph completed tasks by staff member or task type |
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