In order to help salespeople stay on top of their activities we have a new default notification when the automatically complete past due activities functionality is enabled. The Activities to be Automatically Completed notification displays in The Feed (bell notification center) and will show you those past due activities that will be automatically completed if you don’t get to them first, add your notes, and schedule a follow-up to help ensure your customers don’t slip through the cracks.
Clicking through the notification displays each of the activities along with their associated Account and Agency if one exists. The date of the activity displays as well as the number of days until it will be closed. The results will display any activities that are past due but not yet over the days past due threshold as defined by the admin.
For example if today is Nov 10 then you will see results for Nov 9, 8, and 7. Nov 6 and earlier would have been automatically completed already.
I can complete one of these activities directly from the result list by clicking the Actions button and then choosing Complete Activity.
When doing so, you have a couple of options to take that should help you get in the habit of adding the outcome of this activity and scheduling another future activity so that your customer’s don’t fall through the cracks.
- You can simply complete the activity or complete and schedule a follow up activity without adding any notes.
- You can add your notes from this activity and then choose to complete it or complete it and add a follow-up activity (the latter is the best choice to ensure you don’t forget anyone after adding your notes!).
Either way upon completing the activity you will find the notification results to refresh and the activity that you just completed will be removed from the results.
