Managing Contacts and Tasks in Multi-Location

Multi-Location Contact & Task View in Business App

Corporate teams supporting multiple franchise locations 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

Many franchise businesses have corporate teams managing multiple locations. Without a centralized view, corporate reps must manually switch between locations to follow up on leads or respond to customer concerns, which can be inefficient and time-consuming.

For example, Best Friend Pet Hotel has 58 locations, but only two corporate reps managing 31 of them. These reps need a single view to 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.

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.

By using a centralized task view, corporate teams can efficiently handle these responsibilities, allowing franchise locations to focus on their daily operations while ensuring excellent customer service.

How It Works

Corporate reps can manage sales tasks and customer interactions across multiple locations without needing to switch between accounts. 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.

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 ensures corporate teams can efficiently manage contacts and tasks, leading to improved customer satisfaction and operational efficiency.