Tasks and notes
Create dated tasks so you never forget calls or follow-ups, review the tasks NEO creates for you and leave internal notes on each customer's profile.
Updated
Tasks are your to-dos with a date ("call Ana on Thursday"). Notes are jottings only your team can see. Together they make sure no customer is left without an answer.
Create a task
- Open the customer's profile in Contacts.
- Find the Tasks section and click Add Task.
- Write what needs to be done, for example "Call to confirm the visit".
- Pick the date and, if you have a team, who it's assigned to.
- Click Save.
When you finish it, mark it as done. You can see pending and overdue tasks together under Tasks, in the Contacts menu.
Tasks NEO creates
Your account also creates tasks by itself, for example:
- Call back when someone phoned you and you didn't answer.
- Call a customer who missed their appointment, to rebook.
- Reply to a low review calmly.
Check them every day; they're the ones that help most to avoid losing customers.
Leave a note
- On the customer's profile, open Notes.
- Click Add Note, write what you know (what they like, what they asked for, an agreement) and save.
Notes are internal: the customer never sees them. Still, write only what's needed and avoid sensitive details.
If something goes wrong
- You can't see a task you created: check it isn't assigned to someone else on the team.
- Overdue tasks are piling up: sort them by date and finish the oldest first.
See also Contacts: each customer's profile. Write to us at support@neuroaistudio.com.