Workflow added to Big Contacts

There are many times where it would make sense to divide a task up amongst different members of your team. Let's say you have a process for signing up new clients. Maybe a sales assistant has to draw up new documents. Then a account manager needs to send the docs to the client. Then a sales assistant follows up to retrieve the docs. Then an office manager files the new docs and does the system setup. Finally an account manager makes a phone call to welcome the new client. This type of thing can be very easy to mess up.

With Big Contacts you can create a multi-step task template and assign different steps to different members of your team. Go to 'Admin' and look for 'Tasks'. Then create a new task and 'Edit Custom Steps'. For each step, set up who on the team the step is to be assigned to.

Now, when you have a new client, simply click on 'Assign a New Task' and select the task template for new clients. This will properly set everything up. Whoever is responsible for the first step will have the task assigned to them. When they complete the task, the system will automatically re-assign the task to the next person in line.

Build a workflow for the things that you do and never let complex processes fail and slip through the cracks!