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| Task Management, Workflow & Follow-up Reminders...
UKSPA CLARITY manages your workflow with the creation of follow-up reminders and orders for new services, on an individual and group basis, with a custom task schedular. You can assign tasks via the Prospects and Contacts modules, as well as manually through the task scheduler, giving you total control over all your task assignments. |
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You can schedule and create reminders for anything that you require, including enquiry follow-ups, maintenance requests and new services. The scheduler is easy-to-use and gives you a full overview for any task that you are involved with, such as tasks you have assigned to other users, allowing you to track and monitor progress from start through to completion. The scheduler also keeps a track of your historic tasks, giving you full visibility for all tasks actioned and unactioned. For more information please contact us today or book a free demonstration. |
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