Using RevLogic

Tasks and notes

How to log notes and calls on a customer, schedule follow-up tasks, assign them to a teammate, and work your Tasks inbox in RevLogic so no account slips through the cracks.

RevLogic keeps a running record of every touch with a customer (calls, notes, follow-ups, and orders), so your sales team always knows what’s been said and what’s next. This article covers logging activity on a customer, assigning follow-ups, and working the Tasks inbox.

The activity composer

Open any customer on the Dashboard and you’ll find the Activity panel with a composer at the top. It has three modes:

  • Note. Jot down anything about the account: a preference, a heads-up, a competitor mention.
  • Call. Record a call, and pick an outcome: Connected, Voicemail, No answer, or Bad number.
  • Task. Schedule a follow-up with a due date.

Type your details and click Post. The entry appears immediately on the timeline below.

There’s also a shortcut: the Log Call button near the top of a customer’s card jumps you straight to the composer in Call mode, ready to record the outcome.

The customer timeline

Below the composer, the timeline shows the account’s full history in one thread: your notes and calls interleaved with their actual Shopify orders, newest first. From here you can:

  • Pin an important note to the top so it’s always the first thing you see.
  • Complete a task by ticking its checkbox.
  • Reschedule a task from its ⋯ menu: Tomorrow, In 3 days, Next week, or a date you pick.
  • Delete an entry you no longer need.
  • Show or hide draft orders to keep the timeline focused.

Each entry is stamped with who logged it and when, so a team sharing accounts can see who did what. Names come from your team roster, which fills in automatically the first time each person opens RevLogic. You’ll find it on the Settings page. Orders in the timeline link straight to the order in your Shopify admin.

Scheduling follow-ups

To set a reminder, choose Task in the composer, enter a due date, describe what to do (“call back about the spring reorder”), and post it. That task now appears on the customer’s timeline and in the Tasks inbox.

Assigning a task to a teammate

Once more than one person on your sales team has opened RevLogic, the composer shows an Assign to list. Leave it on Me to keep the follow-up, or pick a teammate to hand it to them. It lands in their Tasks inbox and on their Home page, not yours. The timeline entry then reads “for” whoever owns it, so it’s clear at a glance who is picking up the call.

Tasks you don’t assign stay with you. You can hand one over later from the ⋯ menu on any task with Reassign.

The Tasks inbox

Open Tasks from the navigation or from the “Tasks due today” stat on Home. It gathers open follow-ups grouped by urgency:

  • Overdue. Past their due date.
  • Due today. Due before end of day.
  • Due this week. Coming up in the next seven days.

When more than one person on your team uses RevLogic, a switch at the top lets you choose:

  • My tasks. The follow-ups assigned to you, plus any that nobody owns. This is the default, and RevLogic remembers your choice.
  • Everyone. Every open follow-up across the whole sales team, so a manager can see what’s outstanding.

Each task shows its due date, the customer it belongs to, who it’s assigned to, who added it (when that’s someone else), and the note you wrote. Click the customer’s name to jump to their card, click Complete to check the task off, or use the ⋯ menu to Reschedule, Reassign, or complete it. When you’ve cleared everything, the page shows an “all caught up” message.

Tasks aren’t created on this page. They’re raised from a customer’s timeline, so every follow-up is attached to the account it belongs to.

Completed recently

Below the open tasks, Completed recently holds the last 25 tasks that were checked off in whichever view you’re looking at. Open it to confirm something got done, or click Reopen to put a task back on the list if it turns out it didn’t.

On the Home page

Home shows your next few tasks and your Tasks due today count (what you personally owe, not the whole team’s list), so you get a reminder without having to open the inbox.

Who can edit or delete an entry

Here’s who can do what:

  • Whoever wrote an entry can edit, complete, reschedule, reassign, or delete it.
  • Whoever a task is assigned to can complete, reschedule, or reassign it, but not delete it, since it’s someone else’s record of the promise.
  • Managers can do anything to any entry. Roles are set on the Settings page.
  • Anyone can pin or unpin an entry, so the note that matters right now can always be raised to the top of an account the whole team works.

Notes and calls logged before your team roster existed have no author on record. Managers can tidy those up; everyone else can still read them.

Why this matters for phone sales

For a team working a shared book of business, the timeline and tasks are what keep handoffs clean and follow-ups from falling through. Anyone who picks up an account can see its recent calls, open promises, and order history at a glance, and an assigned task makes sure a “call back next week” is somebody’s job, not everybody’s.

Next steps