Task Passing & Management - DM/Lead Prime Workflow

Tasks from Statflo are first assigned to District Managers (DMs), who then distribute them to the appropriate reps. Reps are expected to review each customer’s profile and conversation history in the Statflo app before reaching out, ensuring every interaction is informed and personalized.

Follow-ups should happen within 24 hours, with reps logging outcomes directly in the app and DMs closing out the tasks.

Once a lead has been identified, a Task will be created and will appear in the Tasks section of your Welcome dashboard.

Step 1a: Select the Task in the Welcome Dashboard
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​Step 1c: Click Save

Note: You can also see Tasks directly in the Account page of your customer in the Timeline.
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Once your rep has actioned the task and logged an activity for the customer, it’s the perfect time to review the interaction. This ensures it meets your standards and provides a great opportunity for coaching to help your reps improve.
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​Step 2a: Find Tasks Assigned To Your Reps
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To view tasks assigned to your reps, navigate to Reports > What are my tasks?
This report will show all tasks assigned to you and your reps.

Step 2b: Audit the interaction

• What to look for:

  • Did the rep make contact?
    Look for a Call or Text activity in the timeline.

  • Did the rep log the activity and outcome?
    There should be detailed notes and outcomes recorded.

  • Did the rep reach out within the expected timeframe?
    Check for accurate date and time stamps on all activities.
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Step 2c: Update the Task
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If you’re happy with the rep’s actions and the interaction looks good, return to the Task and mark it as Complete.