Managing Contacts and Tasks in Multi-Location

Multi-Location contact & task view in Business App

If you support multiple franchise locations, you need a streamlined way to manage contacts and sales tasks across all locations in one place. The Multi-Location Business App provides a centralized task and contact view, making it easier to track and complete key sales and customer support activities.

Why this matters

If you manage multiple locations without a centralized view, you have to manually switch between locations to follow up on leads or respond to customer concerns, which can be inefficient and time-consuming. This becomes especially challenging as your location count grows relative to your team size.

A centralized task view lets you track and complete tasks like:

• Responding to web chat leads that have been waiting over 24 hours.
• Following up with unhappy customers (NPS score 6 or below) to improve customer experience.

Using a centralized task view helps you efficiently handle these responsibilities, so franchise locations can focus on their daily operations while you help ensure excellent customer service.

How it works

You can manage sales tasks and customer interactions across multiple locations without needing to switch between accounts. The Multi-Location Business App provides a single view for:

• Viewing all tasks assigned across multiple locations.
• Tracking outstanding tasks in one place.
• Improving response times to leads and unhappy customers, enhancing the overall customer experience.

How to use this feature

1. Open the Multi-Location Business App.
2. Navigate to CRM → Tasks to see all tasks assigned to you across locations.
3. Ensure automations are set up to create tasks automatically, such as when a new NPS detractor is detected.
4. Select tasks and click Start Task to begin working through your assigned tasks.

The Multi-Location Business App helps you efficiently manage contacts and tasks, improving customer satisfaction and operational efficiency.