List of Topics

1. introduction
2. visibility of CRM tasks in the agenda
3. how to create a new CRM task 
4. how to view and filter CRM tasks
5. how to complete/proceed with a CRM task

1. Introduction

To open the CRM Dashboard and manage CRM tasks, click on Front Office -> CRM Dashboard*

Please find below a list of available activities that can be carried out in the CRM Dashboard:

• All Tasks: summary of all CRM tasks. Please refer to chapter 4 for more info
• Urgent Activities: urgent activities can be highlighted in red to notify the high priority. This option depends on the configuration of CRM targets in the Settings. Please note that only activities assigned to the user currently logged into SPORTRICK will be listed
• Contacts: list of customers assigned to the logged-in user (the logged-in user must appear as consultant in the user profile of customers)
• Pending Activities: CRM tasks that are still open and waiting to be carried out by the logged-in user.

2. Visibility of CRM Tasks in the Agenda

CRM tasks assigned to the logged-in user will only be visible in the agenda if the type of task has been marked as visible (Settings -> CRM Tasks -> Details).  

3. How to Create a New CRM Task

You can create a CRM task in two different ways: 

1. click on a slot in the agenda corresponding to the desired time and day
2. click on the button "Add Task". Alternatively, it is possible to click on "Add History" to add a note or comment on an issue that has already taken place.

In the new window that will pop up, please fill in the following fields:

1. customer's name
2. description of the task
3. type of task
4. tags that can act as filters to differentiate the task from similar tasks (optional)
5. date when the task will have to be carried out
6. time when the task will have to be carried out 
7. user responsible for carrying out the task

4. How to View and Filter CRM Tasks

The button  shows all the CRM tasks registered in SPORTRICK. Tasks can be filtered by:

• date of schedule/creation
• user responsible for the task 
• task type

The list of tasks shows the following details:

• person: customer
• task: type of task
  
• date: scheduled date and time for the task. If the scheduled date of the task doesn't correspond to the date the task was created, the latter will be indicated between brackets
• user: person responsible for the task. If another user created the task, he/she will be indicated between brackets
• outcome
• note: details about the task
• tags 

Next to each task there is a button with the following options:

5. How to Complete/Proceed with a CRM Task

If a task is scheduled and therefore pending, there are three options available:

1. close the task 
2. close the task with a note
3. schedule a new task related to the previous one

in order to do so, click on Next 

close the task	select the outcome and close the task   the available outcomes for the task are: Cancelled, Negative, Positive, but you can add more in the Settings
close with a note	add information about the outcome of the task
schedule a new related task	specify the type of the new task, add a tag if needed, schedule a date and time and assign it to a user that will be responsible to carry it out.  Click on OK to save the changes. For instance: Blanca's workout has been discussed and reviewed. Now the personal trainer wants to inform her about new supplements that might interest her. The next step will therefore be to select "Continue with task", select "ProShop sales" as type, schedule a date and add some notes about the task. Blanca is not interested in purchasing the supplements. The next and final step will be to click on "Next" and select "Negative" as outcome of the task and select "Close". The task will be marked as completed. A cancelled task will be marked with the red symbol. Please note that tasks cannot be deleted. They can either be marked as cancelled or it is possible to create a related tag (more info about tags can be found here).