How to Create, Assign, and Manage Tasks in CRM

Managing workflow is a feat of its own that every company faces once in a lifetime. The utter lack of serious online project management has a high tendency to lead to a disaster when projects go wrong. If you are a service provider then you need to make sure your customer’s demands are being fulfilled with the right resources. To meet the specific set of requirements and to manage the workflow you will require the use of an online CPA management software to effective work results. But where to begin?

Learn about the CRM

Customer Relationship Management is a practical strategy used to manage the company’s relations and other potential customers. The main role of CRM for CPA is to be used to build customer relationships, streamline the process. This will generate sales, modify customer services, and have favorable profits.

Create Tasks with CRM for CPAs

Task management is crucial to every online project management software that you use. For instance, once you click on the initial dates you can create follow-up tasks. Then you can begin checking the tasks on the basis of each date. You can create the tasks, update the work file, and do so with the help of the ID of the corresponding task.

These are the actions that need to be completed. For this purpose, you need to Add a Task by clicking on the +Add button. Choose the required dropdown options for the relevant field with a date.

You can also set a time for the tasks by creating the “checking” option as the All Day Task next to the task date. You can also set the Repeat Task in case you need to do a similar task the next day.

Assign the Tasks Online

The tasks are assigned to the contact person one by one. This way you can keep a close eye as the admin (task creator). When using the CRM for CPA, you can easily assign the tasks to the internal members. In fact, you have the advantage to assign external tasks to your clients as well.

For instance, in some CRM you can assign tasks to leads and in general as well. In case you want to assign tasks to lead, click on the Name (you want to assign the task to). Once you select the name the actions on the top will appear Add Task. So if you have a third person connected to your system you can assign the task accordingly.

Manage the Tasks

You need to ascertain the brand image you want to create. Therefore while assigning the tasks online be consistent. You can manage the tasks with CRM by categorizing the work while keeping the customer’s perspective in mind.

For instance, for sales purposes, you can create and maintain the multi-threaded marketing activities for each level required.

The sales tasks will always have several follow-ups. It’s best to create the customer’s profile including the characteristics and their need for business preferences. Being the service provider this way you can impress your client.

For each project, you can use a separate dashboard to create, assign, and manage the tasks accordingly. All you need to do is buy the right online project management package to support all the tasks required.