Prosperworks Task Pane

by | Aug 9, 2017 | Uncategorized

Copy the “Name” (text to the right of the ‘Done’ marker) into the “Related To” field. This will group ALL related Tasks together as a “Lead”.If the ONLY Tag is “New VM”/”New Email”/”New Call” then Assume No Action has been taken. Remove those Tags and Apply the...

Prosperworks Terminology

by | Aug 9, 2017 | Uncategorized

TASK – The individual item that requires action. When possible, change the Task Name to the actual First and Last Name of the ClientAssign a “LEAD” to the Task’s “Related To” field so that all associated Tasks are grouped together.Example: You have two...