The panel's core sections
Tasks & follow-up
The team's tasks with due times, reminders and Telegram alerts: a call, a message, a meeting, a payment, anything to do for a customer.
This section's video is coming
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
Every day, to see today's and overdue tasks, and whenever you promise a customer something that must not be forgotten.
Step by step
- 1
At the top, switch between Today, Overdue, All open and Done; Mine shows only your own tasks.
- 2
Click New task, write what is to be done in What to do?, and pick the type (call, message, meeting…), due time, owner and customer.
- 3
When it's done, tick it and it moves to Done.
- 4
Urgent tasks come first; a task past its due time turns red and its owner is alerted.
Common mistakes
- A task with no due time gets no reminder; give every promise to a customer a due time.
- To get task alerts on your phone too, connect your own Telegram in Follow-up settings.