Tasks are an easy way to increase your sales team productivity.

Contents:

What is a task?

A task is a to-do item that can be a reminder to send an email, make a call, or take another action.

You can assign tasks to yourself or your team members and link them to a prospect, an organization, or a deal.

You can choose to receive these notifications about your tasks:

  • A task has been assigned to you;

  • a task you created was completed;

  • one of your tasks is overdue;

  • get a daily email with your tasks for the day


How to create a task manually

You can create tasks:

  1. from the Tasks page.

  2. From a prospect's, organization's, or deal's page.

Fill in the following info:

  • specify the task activity: action, call, or email;

  • add a title and description;

  • select the prospect, organization, or a deal;

  • assign it to yourself or any other team member;

  • choose when the task should be due.


Create a task automatically from a workflow

You can set a task to be created automatically as a step of your workflow. This will save your time and help manage follow-up activities, like calls, check-ins in social media, etc.

  1. Click on a plus sign to add a new step and select Create task.

  2. Then fill in the needed fields:

    • specify the task activity: action, call, or email;

    • add a title and description;

    • assign it to the prospect's (organization's, deal's) owner or any other team member;

    • select when the task should be due.

  3. Select this option if you want the prospect (organization, deal) to hold in this step until the task is completed.

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