Working with Tasks
Staying organized and keeping track of your tasks is key to keeping your sales moving and making sure you win those deals! What better way is there to stay organized than by creating tasks and reminders.
A Task represents any action on your part towards the closing of a sale. It can be a phone call, an email or a reminder to do something for the customer. Whatever it is, you can assign it to a deal and yourself, set a due date and add notes.
Every morning you will get an automated email that will summarize the list of your daily tasks that are assigned to you and it will also include a list of any overdue tasks that have not yet been completed.
In this Article:
- Tasks List View
- Create a New Task
- Scheduling a Task
- Completing a Task
Tasks List View
Create a New Task
- When in the Detail View of a Deal, you can add a task by clicking on the Add Task button that is found in the timeline card - to immediately schedule a task for that deal, and keep all of your information consistent.
- When in the Tasks List View itself, you can quickly add a task by clicking on the Add Task button. Adding tasks makes sure you’re able to stay aware of all actions you need to take in the immediate future.
Scheduling a Task
Completing a Task
- From the tasks list view you can bulk select tasks by clicking on the Checkbox on the left of the status and mark them as done.
- From the tasks dialog box where you can tap the Grey slider at the end to mark as done, don’t forget to hit the green Save Button, you’ll receive a confirmation message that the tasks have been updated successfully!