After-sales activities is a set of administrator-defined tasks that pop up every time after you win a deal. The aim of this set of tasks is to ensure customer loyaltyby leveraging them, your sales team remembers that the deal itself does not end with signing of the agreement, but it may be a beginning of opening new sales processes in the field of cross-selling and up-selling.

How do the after-sales activities work?

When after-sales tasks are on, Livespace displays a new window in which you can quickly add the set of all tasks to be performed after winning the sales process. It is done every time a deal is won.dealwonBy default, all the after-sales tasks have defined content and a deadline for their realization. So if your typical sales process is repeatable, just one click and all the tasks will be added to your general task list. Of course, you can also edit these tasks as you please, before adding them. You can change their content and deadline, or assign them to another person.editwontask

How to turn on the automatic display of after-sales activities?

The option to add after-sales tasks can be automatically displayed after a user changes the status of any deal to won. To activate it:

  1. Go to the Account Settings.
  2. Select Deals from the left menu.
  3. Go to the Processes tab.
  4. Click on Actions > Edit in the process:actionstasks
  5. Here you can choose the after-sales process:aftersales

How to configure after-sales activities?

  1. Go to the Account Settings.
  2. Select Calendar and tasks from the menu on the left.
  3. Press on Task templates.tasktemplates
  4. Click the edit icon visible in Actions.tasktemp
  5. In the newly opened window, you can specify the type of task, its name and the delay – a time at which the option to add after-sales tasks will be displayed after marking the deal as won. You can also add and remove individual tasks using the plus and minus icons.basic


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