New Feature – Task Manager / Installment #3

You may recall from the previous post that the new LeadMaster 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 two posts provided an overview of the tasks and setting up notifications for tasks.

This post covers creating a task.

See ‘Administration’ / ‘Automation and Workflow Management’ / ‘Edit Workflow Process’ / ‘Add Task’ to configure the task.

Add a Task from Workflow Management

Add a Task from Workflow Management

When adding a task, provide the following:

a. Task name – name of the task

b. Assigned to – the group, account manager, partner or partner rep to which the record is assigned.

c. Due not before – the time that must pass before the task can be evaluated for completeness – can be from minutes to days.  Can be set to Zero is the task can be completed immediately.

d. Due not after – the time that must pass before the task is considered not competed – can be from minutes to days.  After this amount of time the task is past due.

e. Notification options – send a text message and / or an email message to the task assignee.

Task Name, Who it is Assigned To, When is it Due, How to notify the assignee

Task Name, Who it is Assigned To, When is it Due, How to notify the assignee

Once initially saved, to complete the configuration of the task:

a. Set the condition that is evaluated to determine if the task has been completed.

b. Set the actions(s) that are triggered if the task is not completed by its due date.

Next Step - Define when the Task is considered complete

Next Step – Define when the Task is considered complete

Setting the condition that is evaluated to determine if the task has been completed is similar to setting the condition for the workflow process.  For example, this Task will be complete when the Lead Status was updated.

Set the Condition for Completed Task

Set the Condition for Completed Task

You can string conditions together.  For example, the Lead Status was updated and the Sales Stage was updated.  There are a wide variety of field choices for setting the condition for completing the task, including: Lead progress, Sales Progress, Call Stats, Click Actions, Special Interest Fields, Custom Field, Campaign Field and Forecast Field.

Conditions for Task Completion

Conditions for Task Completion

That’s all there is to creating a task and specifying the requirements for completing the task.  Next we’ll cover what happens when the task isn’t completed by the due date.

 

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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