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Sales Task Action

Sales Task Action is used to manage the types of actions or tasks related to sales activities, such as follow-ups, meetings, or calls. This feature allows you to add, update, and delete sales task action records, supporting detailed tracking and reporting of sales team activities.

How to Add a Sales Task Action​

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Task Action button to open the window.
  2. Click the Insert button to add a new sales task action. A new entry window will appear.
  3. Enter the following data:
    • Code: Unique code for the sales task action.
    • Name: Name or description of the sales task action.
  4. Click Save to store the new sales task action, or Close to cancel.

How to Update a Sales Task Action​

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Task Action button.
  2. Select the sales task action you want to update, right-click, and choose the Update button.
  3. Enter the new data as needed.
  4. Click Save to apply the changes, or Close to cancel.

How to Delete a Sales Task Action​

  1. In the Tools menu, click the Configuration submenu, select the Front Desk tab, then click the Sales Task Action button.
  2. Select the sales task action you want to delete, right-click, and choose the Delete button.
  3. A confirmation dialog will appear.
  4. Click Yes to confirm deletion, or No to cancel.

Managing sales task actions helps your organization track and optimize sales team activities for better performance.