Manage follow-up tasks in 6am

Keep the next action on each sales request visible in 6am.

• Owner: A company member with permission to manage contacts.
• Prerequisites: An open opportunity with an active contact (SOP 103), and an eligible current company member to handle the task.
• Outcome: A task with a clear action, responsible person, calendar deadline and explicit status.

1. Check existing work

Open Follow-up tasks, or use the task link on an opportunity to open its filtered list. Search by task title and filter by responsible person, status or Overdue. Before creating another task, check whether the form automation already created the first-response task.

A missing responsible user must be replaced. The team should review this list regularly; this module does not send reminders or notify the assignee automatically.

2. Create the next action

1. Choose Create task. Use an actionable title, such as “Confirm the requested service and arrange the next step”.
2. Select the open opportunity and a responsible member with permission to manage contacts.
3. Set Due date, a calendar date, and Pending. Add concise internal notes if needed.
4. Save and confirm opportunity, owner and date on the list.

The deadline is a date, not a scheduled message or appointment time. The Overdue filter uses pending tasks with a date before today in server UTC. Form automation calculates its initial date using the timezone configured on that form; review deadlines around midnight when your local day differs from UTC.

3. Work and record the outcome

For automated tasks, open Original submission to read the request as received. Confirm identity before using unverified details. Contact fields may differ because existing contact information is deliberately preserved.

Use Edit to update the responsible person, deadline or notes. Choose Completed only when the action was performed; the system records completion time. Choose Cancelled when the action is no longer required and explain why in notes. Returning a completed task to Pending clears the completion time.

A task stays linked to its original opportunity. If it was created for the wrong deal, cancel it and create the correct task. Closing an opportunity does not close its tasks; review outstanding work explicitly.

4. Handle exceptions

Resolve stale-record warnings by reloading. Reassign work when the current owner leaves or loses permission. Tasks already attached to a closed opportunity can be edited and resolved; new tasks require an open opportunity and active contact. Contact merge preserves task links through the surviving opportunity.

Completion evidence

Record the task ID, opportunity, owner, due date, final status and outcome notes. For repeat form submissions, inspect the submission ID: each distinct accepted request creates a separate task, while replaying the same request does not. This procedure does not send email/SMS, schedule appointments or implement recurring tasks.