New Feature – Task Manager / Business Rules to help manage the Sales Process

Task Manager for LeadMaster is major enhancement that will require several postings to explain it in detail.

Here’s the first installment.

This enhancement adds task management and a business rules feature for managing leads. With task management integrated into the ‘Automation and Workflow Management’ feature, a task can be created and associated with a specific record and can be assigned to the group, account manager, partner or partner rep associated with the record. The task has a condition that must be satisfied in a certain timeframe. If the condition is not satisfied, one or more actions associated with the task can be triggered.

Overview of tasks:

1. A task is associated with a particular record and is assigned to the group, account manager, partner or partner rep associated with the record. If the group, account manager, partner or partner rep are reassigned, the task follows to the new assignments.

2. A task has a status – Open, Completed, Not Completed. a. When a task is created, it’s status is set to ‘Open’ b. When the condition for the task is satisfied in the timeframe specified, it’s status

is set to ‘Completed’ c. When the condition for the task is not satisfied in the timeframe specified, it’s

status is set to ‘Not Completed’

3. A task can have two due dates (not before and not after) ranging from minutes to days from the date the task is created.

4. When a task is assigned, notification in the form of a text message or email can be sent to the task assignee.

a. With notification via text message, the mobile number and provider must be set for the task assignee.

b. With notification via email message, the email address must be set for the task assignee.

5. A task has a condition that must be met in order for the task to be completed. This condition is similar to the condition that is used to trigger actions associated with a workflow process.

Examples a. Lead Status was updated b. Call Stat was checked c. Record was updated

6. When a record is updated, any open tasks that have passed their “due not before date” and are associated with the record are evaluated. When the condition for an open task is satisfied, the status of the task is set to ‘Complete’.7. When the date for the completion of a task has passed, the status of the task is set to ‘Not Completed’.

8. A task was not completed by the due date can have the following actions taken: a. Update the record

b. Re-assign the record c. Send a text message d. Send an email message e. Request an update to the record f. Repeat the task

9. A task can be assigned when a record is added (thru web to custom form integration, email parse, import or add new record), updated or assigned.

If you’re eager to get going and can’t wait for the rest of the info you can turn on access to Task Management by customizing your home page – Admin / Customize Pages / Home Page and enabling the My Tasks label.

 

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

 

Explore posts in the same categories: General Info, LeadMaster Solutions, What's New at LeadMaster

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