New Feature – Task Manager / Installment #4

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 posts provided:

  • an overview of tasks
  • setting up notifications for tasks
  • creating a task

This post provides information on the possible actions when a task isn’t completed by the due time/date.

There are 6 actions that can be configured that would be triggered if the task is not completed by its due date.

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

Let’s examine each of these.

Update the record:  If the task hasn’t been completed – update the record – for example – change the lead status from ‘new lead’ to ‘lead needs attention now’.

If the task hasn't been completed - update the record

If the task hasn’t been completed – update the record

Re-assign the record:  If the task hasn’t been completed – Re-assign the record – for example – send it to inside sales.

The record can be reassigned to a specific group / account manager or account manager round robin queue and / or a specific partner / partner rep or partner rep round robin queue. Re-assignment of a record does not include email notification of the assignment.

If the task hasn't been completed - Re-assign the record

If the task hasn’t been completed – Re-assign the record

Send a text message:  If the task hasn’t been completed – Send a Text Message – for example, you have 1 hour to contact this customer and update the record.

The text message can be sent to the group, account manager, partner or partner rep to which the record is assigned.

If the task hasn't been completed - Send a Text Message

If the task hasn’t been completed – Send a Text Message

Send an email message:   If the task hasn’t been completed – Send an email message – for example – you were assigned this lead and it hasn’t been followed up.  It has been re-assigned to another sales rep.

The email message can be sent to the group, account manager, partner or partner rep to which the record is assigned.

If the task hasn't been completed - Send an email message

If the task hasn’t been completed – Send an email message

Request an update to the record: If the task hasn’t been completed – -Request an update to the record – for example, this lead hasn’t been updated in 5 days.  Please provide a status update.

This is the same ‘request an update to the record’ that Lead-Xpress uses.

If the task hasn't been completed - -Request an update to the record

If the task hasn’t been completed – -Request an update to the record

Repeat the task:

Note that when actions are triggered if the task is not completed by its due date, they are triggered in the following order:

  • Update the record
  • Re-assign the record
  • Send a text message
  • Send an email message
  • Request an update to the record
  • Repeat the task

Note that when ‘Repeat the task’ is triggered, a new task with the same configuration is created and assigned to the then current group / account manager / partner / partner rep.

That’s it.  Now you are ready to setup task notification, create tasks and establish the actions if the tasks aren’t completed on time.

Next time I’ll explore how to track your tasks and if applicable, how to track the tasks you’ve assigned to others.

 

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, What's New at LeadMaster

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