Introduction
You build a long-term relationship by understanding your relation's needs and keeping your promises. You do this simply by creating tasks and appointments for an activity, for both yourself and your colleagues.
If a task has to do with a new sales process, create the task in the sales opportunity activity.
If the appointment is related to an ongoing project, then link the new appointment to the ongoing project.
The new task will automatically appear in your open tasks list.
And the new appointment will automatically appear in your (external) calendar.
Read all about linking tasks and appointments to activities in this article.
How do I follow up on my activities?
How do I create a new task?
How to create a task to an existing sales opportunity?
How do I create a new appointment?
How do I create a new appointment to an existing sales opportunity?
1 How do I follow up on my activities?
You have a relation management system so your goal is to manage your relations and keep them happy. And one way to do that is to follow up on activities so you can build a customer relation. Tribe supports you to work in a structured way and not to forget follow-up moments by using appointments and tasks for activities.
Both appointment and task can be linked to relations and activities. An appointment automatically appears on the planned date and time in your calendar and the task appears in the overview of open tasks. For example, you can schedule a task to call that lead next week following the quotation you sent, or schedule an appointment with a customer to go over the project planning on location. Link your Outlook or Google calendar to Tribe for full calendar integration.
2 How do I create a new task?
The task should preferably be linked to an activity and relation so you can easily see what is going on with a customer.
If a task is related to a new sales process, create the task in the Sales Opportunity activity.
If the appointment is related to an ongoing project, you link the new appointment to the ongoing project at the relevant customer.
You can create a new task in several ways. For example, via the standard My open tasks widget.
Open the My workplace dashboard(1)
Click on the + in the top right corner of the my open tasks widget (2), if you want to create a new task directly.
Then enter the necessary fields. Also link the task to an activity if it relates to it. If you want to schedule a task for your colleague, select the name of your colleague after assigned to. The new task will automatically appear in my open tasks (or your colleague's) list.
Did you know?
When you first start an activity such as a sales case, your first task is automatically set in the activity overview in your sales case and also in my open tasks.
Of course, you can still assign the task to another colleague and create multiple tasks next to it.
If you click on the task date, you can also click on the Planner to see in the calendars which colleague has time to perform your task.
3 How to create a task in an existing sales opportunity?
Open the sales opportunity. In the sales opportunity, the activities tab (1) is already open. You can see that the tab is highlighted in blue. Should you have clicked further to another tab, click again on the tab called activities.
Click on + Task (2). Instead of calling inside and taking notes for yourself, tap the task in the subject in one short sentence. Behind assigned to, choose the name of your colleague who will follow up the task. The task will automatically appear in your colleague's open tasks. By default, a task is not shown in the diary. Activate the slider next to Include in calendar to have the task appear in the calendar on the date you specify below it.
So in the sales event, you keep track of all actions related to completing a sales event.
4 How do I create a new appointment?
You can create a new appointment in several ways. For example, via the standard calendar widget.
Open the my workplace menu (1)
In your calendar, click on the day and time of your appointment or on + in the top right-hand corner.
Then click on appointment (2), a shortcut screen will open where you link your relation and the corresponding activity.
If you want to schedule an appointment for your colleague, select your colleague's name behind owner.
5 How do I create a new appointment for an existing sales opportunity?
Open the sales opportunity on the activities tab.
Click on + Appointment. Enter the subject and other details. Under Assigned to, choose your own name or that of your colleague. The appointment will automatically appear in your calendar.