Big Contacts and Managing Workflow

Does your office have complex processes that must be followed? With Big Contacts, you can create multi-step tasks. Each step can be assigned to a different person on your team to complete. When one step is completed, the next step is assigned to the next person in line. Let's say you have a multistep task for setting up a new customer. When you land the new customer, assign the task. Step one is assigned to a sales administrator to contact the new customer to collect detailed account information and fill out forms. When they complete this step, it is then assigned to your office clerk to fax in the forms and get confirmation back. Then step three might be for you to call the new client and tell them everything is set up. This is a simple example, but you can extrapolate to similar processes in your business.