THE TASKS TAB

Go to next video

Video Course: 9B/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

The tasks tab is where you access all of your open and overdue tasks. Here you can check on the details of each task, edit them, push out and due dates, and reach out to clients as tasks are completed.

WHAT YOU WILL LEARN:

  • The tasks tab layout and overview
  • How to track and follow up on tasks
  • The task details