Still new to Sugar. Quick question - I schedule both f/u tasks and "log" planned calls. Should I use one or the other? What's the difference?
I use Tasks for things other than Calls. For example, the sales & support staff here uses Tasks for other followup activities and I use it to remember to do certain things in development. We don't use Tasks as much as the Call log, but we do use them quite a bit as reminders to do things.
Thanks for your response. I use the outlook plug in and I like that tasks come up as reminders in outlook. This is synced to my phone too. Unfortunately I don't have the Sugar Mobile app (I have a Windows phone).
Yeah, Charlie, if you have plug-ins that will record your Outlook activity in Sugar, then you probably won't use Sugar Tasks much at all.
I agree with Timothy in this regard. In terms of other CRM systems as well, many of them have a differentiation between Tasks and Calls. A Task, for example, might be a reminder for you to follow up on a service quote from another department for a client. This is particularly useful if you have Outlook Integration as it can sync to your Outlook Tasks as well.
What I train our team on is simple "Call records are for Calls. Nothing else". Tasks are for pretty much every other scheduling requirement other than meetings.
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