Tasks and Follow-up

Sales don’t close themselves. Set reminders with due dates to follow up punctually with each prospect.

Don’t let your leads go cold

Timely follow-up is the difference between a closed sale and a lost one. Cord includes a Tasks with Due Dates system integrated directly into the details view of each quote.

Although it’s a small feature, it’s incredibly powerful to ensure no deal slips through the cracks due to a lack of follow-up.

How to create a task step-by-step

1. Go to your Dashboard and open the quote you want to track (whether in Draft, Sent, or Viewed status).
2. On the right side panel, look for the “Tasks and Follow-up” section.
3. Click on ”+ New Task”.
4. A small form will open where you must enter:
   • Description: For example, “Call Luis to ask if he has reviewed the quote”.
   • Due Date: Select the exact day on the calendar.
5. Click Save.

Automatic Reminders

Once the task is scheduled, Cord will take care of reminding you.

• In the system, the task will be marked with a color indicator based on its urgency (green if on time, red if overdue).
• When the task date arrives, you will receive an email notification reminding you to make the call or send the message.

Once you complete the follow-up, simply check the [x] box next to the task to mark it as done.