I have tasks within my campaign that give the sales person 7 days to conduct whatever Follow-up activity they’d like regarding the contact.
Ideally they would evenly space out a few calls and maybe an email over the course of the 7 days period. However, since My Day only displays tasks due for Today and Tomorrow (and Overdue), this task won’t be apparent to them until 5 days into the 7 days.
I have a number of solutions for this but would like to know what the community thinks would be best practise in this circumstance. I can:
Alert the sales person via automated email and let them track the 7 days manually (using a spreadsheet or pen+paper)
Set the task to be complete immediately and explain in the description that they actually have 7 days (then it will sit in their overdue)
Explain to the Sales Person that they can use the Tasks dashboard widget to easily view and complete future tasks (As well as the All Tasks function in My Day)
Either way, none of these are ideal for allowing the sales people to get an overview of where contacts are, who they should contact, etc. I realise Infusionsoft is more adapted to automated procedures and less free-form Follow-up tasks, but I’m always impressed with the ideas of this community and there may be a better solution.