Intent of the article:
This article illustrates the process of executing and managing tasks in Salesgear.
Executing & managing tasks:
You can execute your tasks in bulk and orderly manner easily. For every task, you can mark it as complete once done or reschedule it based on your requirements.
For a manual email, you can send the email and complete the task within the tasks section itself.
Here’s how you perform a manual email task:
Click on the ‘tasks’ icon in the vertical side menu bar. You will see the list of tasks created on this page.
Choose 'manual tasks' filter at the top.
Click on the ‘start tasks’ button available above the list of tasks.
You will view an editor with email subject lines and content. You can make changes to the content here and click ‘send & complete’ once ready. Your manual email will be sent and the task will be marked as completed; you can proceed with the next one.
4. To reschedule a task, click on the ‘snooze’ button available next to ‘mark as complete’.
5. You will be prompted to choose a time to reschedule the task. Select an option from the drop-down menu and click ‘snooze’.
6. Your task will be rescheduled successfully.
