MRSweb Activity contains Appointments, Journals, and Tasks which are all part of the greater Activity Tracking system in MRSweb. While each has its own niche, they do overlap in some aspects.
With Tasks you can follow up on your ToDo list that needs to be completed before (preparing for a sales meeting) or after a business interaction (following up from a sales call). Tasks allows you to assign the work to someone else (send literature or samples, schedule a service call, or ask for a quote) and be able to track when the task is updated, completed, or if any notes are added. Tasks with due dates will appear in your Calendar.
Like Journals, Tasks can be timed, allowing you to add these items to your list of activities for analysis when assessing line profitability and ROI (Return on Investment) of your customers and overall business.
Tasks are also a valuable source of information in sales call planning, allowing the sales rep to review what has occurred since their last contact, helping them to be better prepared during their meetings.
Tasks is part of your Relationship Database.
With Tasks you can follow up on your ToDo list that needs to be completed before (preparing for a sales meeting) or after a business interaction (following up from a sales call). Tasks allows you to assign the work to someone else (send literature or samples, schedule a service call, or ask for a quote) and be able to track when the task is updated, completed, or if any notes are added. Tasks with due dates will appear in your Calendar.
Like Journals, Tasks can be timed, allowing you to add these items to your list of activities for analysis when assessing line profitability and ROI (Return on Investment) of your customers and overall business.
Tasks are also a valuable source of information in sales call planning, allowing the sales rep to review what has occurred since their last contact, helping them to be better prepared during their meetings.
Tasks is part of your Relationship Database.
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