Due to popular request from many of our users, we have now introduced a handy new feature for your Tasks! You can now schedule a reminder email or SMS message to be sent to help you remember those important Tasks. With this new feature, you should now be creating Tasks for everything and setup reminders to make sure nothing is ever missed. Just be sure to setup your SMS address within your profile and test it before hand.
We also changed the layout of the Tasks summary screen to make it more friendly including indicators for Reminders and Duration.
TIP: Always mark your Tasks as completed when you finish them instead of just deleting. This will help retain history over time for easy reference in the future.
- Have you noticed the new indicator on the contacts summary to show which contacts have Deals with Action Plans? Now you can quickly determine at a glance who has, or doesn’t have an Action Plan on their Deal.
- Are you making use of Categories in your Contacts? This is a great way to group contacts to organize them for easier marketing efforts as the inTouch Projects system allows you to mass email as many contacts as you like – based on a Category or any number of other criteria.
- How about those Notes? Be sure to keep up on saving Notes of conversations or any other piece of information regarding your interactions with your Contacts and/or their Deals.