Follow-ups and tasks

A follow-up is the next thing you promised a lead — a call back at 6 pm, a WhatsApp with options tomorrow, a site visit on Sunday. PropZolo keeps every promise as a task with a due time and a reminder.

Ways a task is created

• From the status sheet when you set a follow-up time.
• Automatically by outcomes such as Not answered / RNR (a call back after a couple of hours, on working hours).
• From a lead’s page or the Tasks page with Add task.
• By automations and follow-up plans (for example “Call back Rahul (RNR)”).

Task types: follow-up, call, WhatsApp, meeting, site visit, email, document, payment and other — each with a priority.

Reminders

Set Remind me when you create a task. The reminder arrives in the bell and, on the Android app, as a push notification on its own Reminders channel. A new due time, reminder or assignee re-arms the reminder.

The Tasks page

Tasks shows calls, visits and paperwork due — on your company’s clock — as a list or on the calendar (week or month). Managers can switch Whose tasks to see their team’s.

Snooze, repeat, complete

• Snooze a task to later today or another day.
• Repeats — daily, weekly or monthly until a last date, for recurring work such as owner check-ins.
• Complete a task when it’s done. Completing the follow-up of a lead (for example by logging a call outcome) closes it for you.