Customers without a follow up task scheduled will have a No Follow-Up alert listed in list view under the next task column.
To quickly schedule a follow up task click the plus sign next to the alert.
Select a quick create touchpoint option from the list or click custom to select a different task type or different date and time.
When selecting a “Create a Touchpoint” option from the drop down the task will be created for users based on the following waterfall:
If a User is on the Deal (Sales1, Sales2, or BDC) and they create a Quick Task it will assign to them.
If Sales1 exists and the User is not on the Deal the Quick Task will be created for Sales1
If Sales1 does not exist and the User is not on the Deal the Quick Task will be created for the User
If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!