Intent of the article:
This article aims to demonstrate how to create tasks for specific contacts from the contacts section.
Creating tasks - An overview:
Tasks can be created from three sections of Salesgear:
Contacts - you can choose particular contacts and create tasks to perform. Read this article further to know-how.
Sequence - you can navigate to the specific sequence and use the ‘add stage’ option to create a task as a part of the sequence. Check this article to know more about adding a stage in a sequence.
Tasks - the tasks section has the complete list of tasks planned. You can create tasks from here also. Additionally, this section allows you to manage them as well. Check this article to know more information.
Creating tasks from the contacts section:
Click on the ‘contacts’ icon in the vertical side menu bar.
Select all or only the specific contacts using the check box available before the name and email address of the contacts.
Click on the ‘create task’ icon (similar to a to-do list pad) available above the contact list.
You will notice a pop-up showing two options - manual email and LinkedIn task.
If you choose manual email, you will see a pop-up prompting you to enter the subject and email content. You can use the ‘add notes’ button in the left bottom to include notes to yourself.
Once everything is set, click ‘create task’.
If you hover over the LinkedIn task, you will see four options in the drop-down.
Selecting the appropriate task from the drop-down will show you a pop-up. Enter the details of the task that you want to execute and click ‘create task’.
You have successfully created the tasks for the required contacts. You can view these tasks in the tasks section.