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

To view your upcoming tasks, navigate to the Tasks section on your Welcome page.

In your upcoming task, click the magnifying glass icon located next to the client’s name.

To send a text or make a call to your contact, click the icon next to their name.

Note sure what you want to say here?
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Confirm with the Customer to close out the conversation. To make sure you don’t forget to follow up, let’s log this as an activity.

Step 3: Logging the Activity

Click on “Log an Activity” on the right side of the screen. In the activity form, fill out the details of your interaction. Include the type of conversation and the outcome. Depending on the outcome, you may need to fill out additional fields.

We also recommend adding a quick note to remind yourself of what was discussed.

Once everything looks good, hit Confirm at the bottom of the Log an Activity form to save your meeting details.

You will see your task on the right side of your Welcome page.