Intent of the article:
The purpose of this article is to explain how to create tasks in Salesgear.
How does creating tasks help you?
Tasks are simply a list of to-dos. Creating tasks are a way to remind yourself to engage with the right contacts at the right time.
They can either be added as a stage in sequences or created in the tasks section to set reminders for yourself. The tasks section in Salesgear helps you create and manage them.
This article explains adding tasks from the tasks section. Your task can be a manual email or any tasks that you would want to perform using LinkedIn.
Read ahead to know more.
Steps to creating tasks:
Click on the ‘tasks’ icon in the vertical side menu bar.
Click on the blue-colored button ‘add tasks’ in the top right corner.
Choose a task from the drop-down menu that shows manual email and LinkedIn tasks.
I) Manual email -
If you choose manual email, you will be prompted to enter the email address of the contact, email subject, and content.
You can also add notes to yourself using the ‘add notes’ option in the left bottom of the pop-up.
Choose the appropriate date and time in the ‘due on’ field.
Once you enter all the necessary information, click ‘create task’.
II) LinkedIn tasks -
You have four options to choose from the LinkedIn tasks. Select one based on your preferences.
You will notice a pop-up where you can enter the contact’s email address and add notes to yourself to execute the task.
Choose the appropriate date and time in the ‘due on’ field.
Once everything is set, click ‘create task’.
Notes:
Tasks created in the tasks section are not a part of any sequences. But you can view the tasks created as a part of sequences here.
Tasks are available in paid plans only.