Tasks are an easy way to increase your sales team's productivity.
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
Click on the + button > New task.
OR From a prospect's, organization's, or deal's page click on the Task button.
Then fill in the following info:
specify the task activity: action, call, or email;
add a title and description;
select the prospect, organization, or deal;
assign it to yourself or any other team member;
choose when the task should be due.
Create a task automatically from a campaign or workflow
You can set a task to be created automatically as a step of your campaign/workflow. This will save your time and help manage follow-up activities, like calls, check-ins in social media, etc.
Click on a plus sign to add a new step and select Create task.
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.
Select this option if you want the prospect (organization/deal) to hold in this step until the task is completed.
