Adding Follow-Up Tasks in P3 for Guests From Show Screen

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Discussion Overview

The thread discusses the functionality of adding follow-up tasks for guests in the P3 system, particularly in relation to shows. Participants share their experiences and thoughts on how tasks are set up automatically and whether they can be customized for individual guests.

Discussion Character

  • Anecdotal
  • Opinion-based
  • Technical explanation

Main Points Raised

  • One participant inquires about the ability to add follow-up tasks for guests from the show screen in P3.
  • Another participant believes that follow-up tasks are automatically added when setting up a show but is unsure and does not want to check.
  • Several participants mention that while customer care tasks are set up for the entire show, they do not apply to each individual guest who orders.
  • One participant shares their experience of changing the default follow-up timing in P3 to 28 days after the show.
  • Another participant expresses surprise at discovering a feature in P3 that they had not noticed before.
  • One participant humorously admits to struggling with follow-up tasks and using P3 as a to-do list.

Areas of Agreement / Disagreement

Views differ on the specifics of how follow-up tasks are set up in P3, with no clear consensus on the exact functionality or customization options available.

Contextual Notes

Participants share personal experiences with the P3 system, focusing on task management related to shows and follow-ups.

Who May Find This Useful

Consultants looking for insights on managing follow-up tasks in P3 may find the shared experiences relevant.

katie0128
katie0128
Silver Member
Messages
3,484
Is there any place in P3 to add a follow-up tasks (like CCCs) for guests from the show screen or a way to automatically add this f/u for all guests?
 
when you set up the show, I think it adds a follow up/CCC task. I don't feel like restarting the 'puter to check it. Sorry.
 
When you set up a show there are a bunch of tasks that are automatically set up. One of them is customer care for the whole show. It won't do it for each individual person who orders from the show though. Also, I think the default is to do them as MACs. I don't do those so I went in and changed the default to 28 days after the show. You can do that by going to Tools>Preferences. Then hit the + next to Personalize Pampered Partner then click on Task Sets. Choose Cooking show from the drop down list and all of the tasks and the days before or after the show are right there. You can edit from there.

HTH!
 
  • Thread starter
  • #4
sfdavis918 said:
When you set up a show there are a bunch of tasks that are automatically set up. One of them is customer care for the whole show. It won't do it for each individual person who orders from the show though. Also, I think the default is to do them as MACs. I don't do those so I went in and changed the default to 28 days after the show. You can do that by going to Tools>Preferences. Then hit the + next to Personalize Pampered Partner then click on Task Sets. Choose Cooking show from the drop down list and all of the tasks and the days before or after the show are right there. You can edit from there.

HTH!
Click to expand...

Ah ha! That is where it is!!! This must be a feature that was added since I looked here last!
Thanks bunches!!!
 
  • Thread starter
  • #5
chefann said:
when you set up the show, I think it adds a follow up/CCC task.

I don't feel like restarting the 'puter to check it. Sorry.
Click to expand...


WHAT???:eek: :eek: :eek: Our resident know-it-all doesn't have an answer off the top of her head??? I'm shocked to say the least! (hee hee)
 
It's 'cuz I'm SOOOOO bad with follow-up and I just never got the hang of using P3 for a to-do list.
 

Frequently Asked Questions

What is the purpose of adding follow-up tasks in P3 for guests from the show screen?

Adding follow-up tasks in P3 allows consultants to keep track of their interactions with guests after a show. This helps ensure that no potential sales opportunities are missed and that guests receive personalized attention, enhancing their overall experience.

How do I access the follow-up tasks feature in P3?

To access the follow-up tasks feature, navigate to the show screen in P3. From there, you can select a guest's name and find the option to add a follow-up task directly related to that guest.

Can I customize the follow-up tasks I create for guests?

Yes, you can customize follow-up tasks by adding specific notes or reminders that pertain to each guest's interests or previous interactions. This personalization helps in building stronger relationships and improving customer service.

Is there a limit to the number of follow-up tasks I can add for each guest?

No, there is no limit to the number of follow-up tasks you can add for each guest. You can create as many tasks as needed to ensure that you are effectively following up and addressing any questions or concerns they may have.

How do I view and manage my follow-up tasks in P3?

You can view and manage your follow-up tasks by accessing the task management section within P3. Here, you can see all your tasks, mark them as complete, edit them, or delete them as necessary to keep your follow-up efforts organized.

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