New Feature – Task Manager / Installment #2

You may recall from the previous post that the new Task Manager  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 previous posting provided an overview of the tasks.  This posting provides information on setting up notifications for tasks.

From ‘Administration’ / ‘Email Notification Content’, you can configure notification messages that can be sent to task assignees when the task is created. Notification messages can be in the form of a text message and / or an email message.

Task Assignment Notification Content

Task Assignment Notification Content

As with other notifications you can customize the content and include merge fields from the database.

Text Message or Email Message Task Assignment Notification Content

Text Message or Email Message Task Assignment Notification Content

See ‘Administration’ / ‘Groups’ / ‘Add / Edit Group’ to configure the mobile number and /or the email address if the group is to receive notification for assigned tasks.

Here's the configuration page for the group.

Here’s the configuration page for the group.

Here's the configuration page for the account manager.

Here’s the configuration page for the account manager.

See ‘Administration’ / ‘Partners’ / ‘Add / Edit Partner’ to configure the mobile number and /or the email address if the partner is to receive notification for assigned tasks.

Here's the configuration page for the partner.

Here’s the configuration page for the partner.

See ‘Administration’ / ‘Partner Reps’ / ‘Add / Edit Partner Rep’ to configure the mobile number and /or the email address if the group is to receive notification for assigned tasks.

This is the configuration page for the partner rep.

This is the configuration page for the partner rep.

That’s all there is to setting up notifications for tasks.  In the next post we’ll examine creating tasks.

 

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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