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Using Customer Appreciation Opportunities to Expand your Sales

Customer appreciation is a great way to get your foot back in the door and make more sales to the customers you already have. Sending a thank you note or gift is an easy way to stay in touch, and tasks are the perfect tool to remind you when to reach out!

There are a few different places in the CRM where you can create a task; on  Your Workspace, on the Calendar, or directly on a contact record. The contact record is a particularly nice location to add a task, since you should already be on the contact to save a note or update a sale.

Add a task in the CRM!

Adding a task from a contact:

  • Navigate to the desired contact, if you’re not already there.
  • Select “Task” from the left side of the page under “Attach an item to this contact.”
  • Enter a description and pick a due date.
  • Finally, hit “Create task” to save it.

That’s it! The contact is automatically linked to the task from the contact record, so when the task is due you can easily jump back to the contact.

Adding a task from Your Workspace:

  • Go to Your Workspace page, if you’re not already there.
  • Select “New task” to the right of “Today’s tasks” on the left side of the page.
  • Enter a description and pick a due date.
  • Select “Link this task to a contact” at the bottom of the screen and attach the task to the appropriate contact.
  • Finally, hit “Create task” to save it.

Adding a task from the Calendar:

  • Go to your calendar, if you’re not already there.
  • Select “New task” on the upper left side of the screen, below the mini month calendar.
  • Enter a description and pick a due date.
  • Select “Link this task to a contact” at the bottom of the screen and attach the task to the appropriate contact.
  • Finally, hit “Create task” to save it.

If you’d like to make sure you get the chance to follow up, you can even set two tasks. One task to send out a thank you note or appreciation gift, and one a week or so later to check in and make sure they received it. Sending a note, and checking back in about the note, lets you get your foot back in the door so you can make more sales to the customers who already love you!

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Keywords:
Customer follow up