Customize your Tasks
Create your next step tasks with one-click
Sourav
Last Update 3 jaar geleden
Set up the Tasks for the salespeople to choose as soon they finish a call to perform the next action for the lead. Task management helps your team to keep track of all their To-Do items.
In Salesmax.ai just with one click, your next steps tasks are created automatically and you can set up due dates and get reminders and do the follow-ups, work on those with priority and complete those tasks successfully in a timely manner.
Based on the completion of each task your Deal stages move automatically
How to customize your Tasks?
Step 1: Click menu > Admin > Customize Task
Step 2: Edit or Create the Task definition your salespeople need to perform after the call
Step 3: Select the activities involved in a task
Step 4: Click Edit Task Type