New Feature – Task Manager / Installment #5
This is the 5th and final installment for the new LeadMaster Task Manager. The task management feature 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
- possible actions when a task isn’t completed by the due time/date.
This post will examine how to track your tasks and if applicable, how to track the tasks you’ve assigned to others.
But first, I thought I’d share a couple of examples. In this first example we have leads that have been assigned but the sales rep has not made contact with them. There are two tasks in this particular task. The first task is to simply send the sales rep and mail reminder that they’ve had this particular lead for 48 hours and they need to get in touch with them. The second part of the task happens after the sales rep has had the lead for 5 days an there have been no updates. After 5 days the sales rep is sent another email saying 5 days have passed since you were assigned the lead and since it hasn’t been updated it is being reassigned.
The next example is similar in that the system is looking for an update from the rep but this time we are a further into the sales cycle. The lead has been contacted and qualified. Realizing that some sales cycles take longer than others we are looking for updates in the first 2 weeks. If there’s no update then an email reminder is sent to the sales rep. The task continues and if no update is received within 30 days another email message is sent. The task finally concludes after 60 days without an update by assigning the record to inside sales.
Ok, back to the original idea. This post will examine how to track your tasks and if applicable, how to track the tasks you’ve assigned to others.
From the homepage, a group, account manager, partner or partner rep user will see a ‘My Tasks’ link on the homepage. Remember this has to be enabled through admin / customize pages / home / my tasks.
This is the sales rep view for an account manager or partner rep.
This is the manager view for Group / Manager / Partner.
Note that a group / partner have visibility to account manager / partner rep’s tasks
Clicking on any of the links, displays the ‘My Tasks’ page which includes:
a. Due not before
b. Due not after
c. Task name
d. Company – as a hyperlink to the record
f. Condition that must be satisfied for the task to be considered completed.
g. Option – for group and partner – gives the group / partner the ability to delete a task.
Now LeadMaster can not only automatically respond to leads, but also manage them as they proceed through the sales cycle with your sales team.
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