tl;dr - Ensure success by making a plan using To Dos and we'll give you a daily reminder of what's on the plate for the day.
To Dos - The Backbone of Sales Success
Not having a plan isn't an option, and OrderEZ makes it super simple to create To Dos and plan them out throughout the week.
Customers can be Targets or existing Customers and adding them here means they're automatically logged against the customer.
See a list of all your planned To Dos
What Can I Do With a To Do?
From the To Do, on mobile or desktop, you can Add an Activity, Complete the To Do, Add an Expense, or Send an Account Onboarding Link (for Target Accounts).
Completing a To-Do
When you "Complete a To-Do" if you add a Note it will automatically add it to the Team Acitivty List.
If you "Add Activity," it will keep the To Do alive so you can revisit it later. Think "I called on the Bar, but Steve wasn't there"
Available on the Mobile Apps
Click on Activity -> Click "+" and choose To Do.
