Articles by tag: Activities

How do I track prospects, make call lists, follow-ups, etc..?

Tagged with: FAQ, Prospects, Activities

There are several ways to do this. Here are the top 3:

You must begin by adding a field such as Category on the Contact record to identify them as a Prospect. Once that’s in place:

  1. With AscendixRE, you can create specific List Views, that pull up your Contacts, by that filter of “Prospect,” so that you’re segregating your contacts by that category. From there you can decide what information you want to see in the list, at a quick glance, or drill into each record to log the calls for that contact. See this (no sound) video, for a quick overview of how to accomplish this.
  2. With AscendixRE, you can also automate much of the to do’s or future tasks/calls you need to make. By creating Workflows, you can decide once a Contact is tagged as a Prospect, how often you need to call or follow up with them. 30-60-90 drip plans are common, but this can totally be customized to your needs. You can reach out to us to set this up for you.
  3. With Ascendix Search, you can create quick and easy lists, that are either based on data (i.e. Contact Type = Prospect) or your own subjective knowledge of randomly selected contacts. From there, in a quick split-screen, on the left, you can see your list and on the right, you can see your to do’s and activity history, while scheduling new actions on the records on the right. Ascendix Search is sold as an add on to the Foundations edition and included in the Enterprise edition.

Where will my Tasks show up?

Tagged with: FAQ, Activities

Tasks are great because you create them once, and they have a way of showing up everywhere to remind you of your to do’s.

  1. Tasks will be on the activity timeline of the object it’s connected to (example: Contact and Listing)
  2. Tasks will show up on your Home tab, based on what you have due today
  3. Tasks will show up on your Tasks tab, where you can see a list of all Tasks due, and check them off if complete
  4. Tasks will appear as an ‘alarm bell’ notifier on the top right of your screen when you log in
  5. Tasks will appear on your mobile phone if you have the Salesforce app installed and connected to your username and password used for Ascendix
  6. Tasks will also appear on the right-side panel of your email if you have Gmail or Outlook configured!.

There are no way tasks are slipping between the cracks now!

How to move the activities tab in Salesforce

Tagged with: FAQ, Activities

In this video, we show how to move the activities tab in your Salesforce.

Further Reading

Where will my tasks show up?