Stay on top of your lead nurturing game with OneSuite’s built-in task functionality! Here’s how to ensure important follow-ups and actions never slip through the cracks:
1. Accessing Tasks:
Within your OneSuite Lead Pipeline interface, locate the dedicated “Tasks” section. This is your central hub for setting timely prompts to keep your lead interactions moving forward.
2. Initiating Task Creation:
Spot the prominent “Add Tasks” button and click it to initiate the process of crafting a new task.
3. Craft a Clear Task:
Fill in the details to ensure your task is crystal clear and actionable:
- Descriptive Title: Provide a concise yet informative “Task Title” that reflects the purpose of the reminder or the action needed.
- (Examples: “Follow up call with Jane Doe,” “Send proposal to Acme Inc.”).
- (Examples: “Follow up call with Jane Doe,” “Send proposal to Acme Inc.”).
- Lead Selection: Select the relevant lead associated with the task to ensure proper context and follow-up.
- Description: Add a detailed description to outline specific actions or notes related to the task.
- Assign to Someone: Assign the task to yourself or a team member who will be responsible for its completion.
- Set Due Date: Establish the due date for the task to ensure it gets completed on time.
- Priority: Set the priority level (Low, Medium, High) to help you and your team manage workload effectively.
4. Saving Your Task:
Once you’ve crafted your reminder, click on the “Save” or “Create” button to solidify it within your OneSuite pipeline.
5. Keeping Things Up-to-Date:
Need to modify or remove a task? Simply “Edit” the task details to adjust the title, description, due date, or priority as needed. You can also “Delete” tasks that are no longer relevant, keeping your task list streamlined and focused.
Additionally, you can tick off the tasks as completed to mark your commitments as fulfilled.
By leveraging OneSuite’s task functionality, you can transform your lead pipeline into a well-oiled machine, ensuring timely follow-ups and maximizing your chances of converting leads into happy clients.
