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Guests, companies and enquiries

Tasks and follow-ups

What has to be done, by whom, by when — and where a task comes from.

A task is a follow-up with a date and an owner: call back Thursday, send the proposal, chase the contract. Most are raised by a stage — an enquiry moved to *proposal sent* raises "follow up in three days" for whoever owns it — and the rest are typed on a person, a company or an enquiry.

![Tasks: everything open, whose, and the list.](help-img/crm-tasks.png)

Do this

  1. Scope — everything open, overdue, due today, this week.
  2. Whose — everybody's, or one owner.
  3. The list, worst first. Tick one to close it. A task past its date is what *What is late* on the Today tab is counting.

More in Guests, companies and enquiries

What the CRM is, and the Today screenThe CRM holds no second copy of anybody. What the Today tab shows, and what each tab is for. People: guests and prospectsFinding a person, what their record holds, and adding somebody who has not stayed yet. Companies and agentsEvery corporate account and agency already billed, and the prospects that are not yet. Enquiries and the boardBusiness that has not happened yet, stage by stage, and the reason a lost one needs. SegmentsA saved question, not a saved list: who matches right now, every time it is used. CRM reportsWho is working what, where the business comes from, and why we lose.