How much do you get done in a day for your customers? How about a week, or a year? Turns out, you do a lot for your customers.
At times, you need to know not just what you need to do next, but what is already done for a contact. That’s why we recently improved our to-do widget on the contact detail page. You can now see your completed to-dos, organized by when they got done.
See What’s Done and What’s Next
The beauty of tracking your contacts in Batchbook is that your whole team can share the details.
Now, your completed to-dos are part of those details. Any user can see what’s already accomplished. This will help determine what’s next.
It will also save those awkward moments when a contact moves to a new person. They won’t have to start from scratch, annoying your contacts with repetitive questions. Instead, they can pick up where your other team member left off.
Work as a Team
While you may have a mind like a steel trap, you can’t read the minds of your colleagues. When you take a team-based approach to contact relationships, everyone is completing tasks.
Now you don’t have to wonder if those tasks are getting done. With this update, you’ll be able to see if the to-dos assigned to other users have been completed.
Maintain a Strong Workflow
Sometimes your workflow gets sidetracked. Things come up and you lose track of a contact. Getting back to where you left off with every contact is a lot of work.
Now when you come back to that contact you’ll see everything that’s already accomplished. This helps you get the ball rolling again.
This small update should help you get a better picture of your contacts. It provides insight into what’s already accomplished. This will give you the confidence to move forward to the next step.
Now, go complete some to-dos!