When we are working through new contacts and queues we log the relevant activity, email or call and then set our next task by checking the “Create a task to follow up” box.
We live by tasks to manage our pipeline and enquiry follow ups.
However, my reps are regularly forgetting to tick this box. What really brought it home was a massive enquiry today that my rep hadn’t checked the box on, so this lead would have been instantly over-looked if I hadn’t came across it later and clicked into it out of curiosity.
I know this is a human error, so I thought I could eradicate this by defaulting the tick box to be always on, as it is very rare that we don’t set a follow up.
So I was surprised when I couldn’t find this option in the settings, and google / the community didn’t have any related posts?
Am I the only person who has this issues? I’ve put a screenshot below.
Who: Sales teams following up with prospects.
Goal: To keep in contact with client at suitable intervals to manage the sales process.
Value: The deal I mentioned above was over £100,000. We are running currently at 10 inbound leads (of various sizes) a day and growing. If this button is missed only 25% of the time, that’s a lot of prospects and leads that are lost.
