Follow up on leads

Most moves are won on the second or third call. MoveBoard gives you three tools for that: tasks that remind you to call, email or collect, the Follow Up status for leads you're chasing, and automatic follow-up messages.

The Tasks page

Tasks in the menu shows your to-do list. A red badge on it counts the open tasks assigned to you.

• Views: Open Tasks, Due Today, Due This Week, Overdue and Completed, each with its count.
• Filters: Assigned to (a person, or a whole position such as All Sales), Type (Call, Email, Payment, Custom) and Status (unread or read). Clear filters resets them.
• Open tasks are grouped Overdue, Today, Tomorrow, Later and No due date.
• Press the round check to complete a task, its title to edit it, or the order chip to open the order.
• The ⋮ on a task: Edit, Mark as complete, Mark as read, Remind me later, Move the due time (In 1 hour, Tomorrow, same time, Next week, same time) and Delete.
• Tick several tasks to Complete, Mark as read or Delete them together.

With the Can create task for other users permission you also get All and Mine at the top, and can give tasks to others. Without it you see only your own tasks.

Add a task

1. 1Press Add task on the Tasks page (or + New › New Task in the top bar).
2. 2Pick who it's for under Assign to — One person, Several people or Everyone in a position.
3. 3Under About, pick Order or Account and search for it.
4. 4Type the Subject and set the Date and Time.
5. 5Pick the Task Type: Call, Email, Collect Payment or Custom.
6. 6Remind Me is on, 5 minutes before; change Remind Time if you like.
7. 7Set the Priority and add Notes, then press Save.

A task for several people is one task: whoever does it marks it completed, and it's done for everyone.

You can also add a task from the order itself: Tasks in the window's button row, then New task.

Follow up as you write

When you send a message or add a note on an order, switch on Create a follow-up. Pick the kind, who it's for and when — MoveBoard adds a task called Follow Up on the order as the message goes.

Reminders

When a task's reminder time comes, a Tasks due card pops up (with a chime, and a desktop notification if MoveBoard is in the background).

Your presses count only for you.

The Follow Up status

Move a lead you're chasing to Follow Up — it gets its own stage on the Orders list, so the team can see which leads are being worked.

Automatic follow-up messages

Settings › Communication › Automation timeline sends a template a set time after something happens — for example, an email 3 days after an order has been in New, Follow Up or Can Book Online.

1. 1Press Add new configuration.
2. 2Pick the Automation rule — No activity status, When order status is, After move completed, Invoice reminder or Invoice overdue reminder.
3. 3Pick the statuses, how many Days (or weeks, months, years), and the Template.
4. 4Under Apply To, pick the Move types, Services and Estimate types.
5. 5Press Save.

These go out once a day, at 1 PM your time.

If your company uses Workflows, they decide when follow-ups go instead. See Set up a workflow.

If something goes wrong

• "Subject is a required field" / "Subject must be at least 4 characters"
• "Please choose date starting from today"
• "We cannot notify you in past. Please check "Date", "Time" values" — the reminder would be before now.
• "Pick at least two people, or choose One person"
• "You may only change your own tasks." — you don't have Can create task for other users.