ADDING A TASK

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Video Course: 9A/13

1. Training Introduction

2. The Client Tab

3. Client Profile

4. Pulling Client Lists

5. Tagging Clients

6A. Communicating with Clients

6B. Using OneShop Number

7. Sequences

8. The Daily Tab

9A. Adding a Task

9B. The Tasks Tab

10. Sell Virtually with ShopWith

11. The Stats Page

12. Creating and Editing Templates

13. Your Finished!

Overview

In OneShop you can easily track any tasks you need to follow up such as alterations, special orders, or general follow ups. This is a great way to make sure nothing falls through the cracks and all clients are followed up with quickly and effectively.

WHAT YOU WILL LEARN:

  • How to add a task
  • Differences between the types of tasks
  • Where to find your open tasks