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Sales follow-up
Clear follow-up tasks for sales reps
A task system that helps sales reps keep track of leads and their next follow-up.
GoHighLevel & AI project
Tools used
- GoHighLevel Tasks
- GoHighLevel Workflows
The problem
Sales representatives needed a clear place to keep track of leads that require another conversation.
What I set up
I built a GoHighLevel task system for sales follow-ups. It gives the follow-up work a clear place in the sales process.
- Configured the sales follow-up tasks in GoHighLevel.
- Worked on the related workflow logic and tested the setup.
My role
GoHighLevel task configuration, workflow logic and testing.
What the system enables
Sales reps can keep track of the people they need to follow up with.
How it works
- Lead needs a follow-up
- Follow-up task is recorded
- Sales rep sees the next action
Need something like this?
Tell me how your business works and what you need help with.