Account to Dos
Written by Sukhmanjeet Kaur
Updated at July 28th, 2025
The Account-To-Dos in the Aviso platform is a purpose-built task management system that ensures all account-related activities are organized, prioritized, and executed efficiently. This sub-module is divided into two sections
—Recommended Actions and Follow-Ups—providing a structured approach to managing tasks and staying proactive in client engagements.
To access the module, follow these steps:
- Log in to Aviso. Click Accounts from the upper menu bar.
- You will be redirected to the Accounts page. Here you can view the list of all the currently available accounts in the system.
- Click on the Account Name for which you want to view the detailed information. Switch to the To-Dos tab. Here you can view the following information:
The RecommendedActions section leverages AI-driven insights and data analysis to suggest tasks that can help advance account goals or improve client relationships. These recommendations might include actions such as reaching out to a dormant contact, scheduling a renewal discussion, or addressing a drop in client engagement. By highlighting strategic opportunities, this section helps sales teams focus on high-impact activities that drive account growth and satisfaction.
The Follow-Ups section is dedicated to managing ongoing tasks and commitments tied to specific client interactions. These can include actions such as sending promised documents, checking on the progress of a pending deal, or responding to a client query. By maintaining a clear view of pending follow-ups, this section ensures that no promises are overlooked and that all client interactions are timely and professional.