Auto Task Templates For Highrise automatically adds your anticipated tasks into Highrise based on a deal's category (such as "Mobile Website Build", "Speaking Gig" or "Kitchen Remodel") and the deal's status (such as "pending", "won" or "lost"). A task can be something like:
Feb 8, 11:45am â€“ John Smith:Gather all the
necessary contact information and add it to Highrise.
Feb 12, 11:45am â€“ Sally Jones:Based on the deal
description, create a first sketch of a design and attach
it to the deal.
It's quick and easy to set up tasks that are automatically created, assigned and tracked in Highrise, so that you can know that each and every step of your process is followed to a T.
Auto Task Templates For Highrise makes organizing your sales and production process a breeze and puts all your anticipated tasks in Highrise, every time, so that nothing falls through the cracks.
A FREE 14 day trial is available to see if Auto Task Templates For Highrise is right for you.