The Sales Flow is an all-in-one view of all transactions you are working on at any given time.  Each Sales Flow zone is a milestone for an individual client’s progress toward a successful transaction. Each zone includes a task list to help you stay on top of the transaction and keep a steady pipeline for your business. These task lists can be customized by adding or removing any task while you're moving through the transaction.  They can also be updated for all future transactions within Engage Settings. 

Completing a Task

To complete a task follow the steps below:

1. From the Engage Dashboard, choose People then select My People from the Drop-Down (see below). 

2. From the My People screen, select the person whose tasks you would like to complete. You can use the search bar in the top right to find the client quickly if they are not at the front of your list (see below). 

3. To quickly complete a task, select the checkmark to the left of the task name (see below).

4. To review more information about a task, click on the task title (see below, circled in purple).

5. In the above Task example, Set Neighborhood News Subscription, you can do the following:

NOTE: Some tasks will vary and may not have this button. Clicking on the Green Action button whether named something else or not will take you to that specific area within Moxi Works/Moxi Engage (see above in blue circle).

1.  DESCRIPTION: View details for this task (see above, circled in red).
2. CREATE SUBSCRIPTION: Clicking this button will open the Subscription screen allowing you to create the subscription for your person (see above, circled in blue).
3. DONE: Click here to mark a task as complete (see above, indicated by the red arrow).
4. EDIT: Click here to edit the due date (see above, indicated by the blue arrow).
5. MORE: Find additional options, including assign to another person, add it to your calendar, and delete (see above, indicated by the green arrow). See below to learn about these options.
   
   1. ADD TO CALENDAR: This task will be added to your calendar (see above, indicated by the red arrow).
   2. DELETE: Remove this task from your list (see above, indicated by the green arrow).
      1. NOTE: Any deleted tasks will be visible at the bottom of your task list under the Delete section and can be recovered at any time.
         

Creating a Task

You may need to Create additional Tasks unique to your Transaction.  To create a task, follow the steps below:

1. From the Engage Dashboard, choose People then select My People from the Drop-Down (see below). 

2. From the My People screen, select the person whose tasks you would like to complete. You can use the search bar in the top right to find the client quickly if they are not at the front of your list (see below). 

3. Select Add Task from the top right of the task list (see below). 

4. Add task information (see below).

1. Task Name: Give your new task a title (see above, circled in red).
2. Description: Give your task a description (see above, circled in blue).
3. Duration: Choose the length of time this task should take (see above, circled in green).
4. Due date: Provide a due date for your task (see above, circled in purple).

5. Select Save when finished (see above, indicated by the red arrow).