Task Management Reminders Support Email Templates

The LeadMaster task manager now allows access to your email templates.  Here’s an example of a LeadMaster task manager task.

Sample Task Manager Task - Update this lead in 5 minutes or it will be reassigned

Sample Task Manager Task – Update this lead in 5 minutes or it will be reassigned

Here’s the email interface, now with access to email templates.  This is a full HTML email editor so you can add videos, graphics etc. to make your message very professional and really stand out.

Task Manager Access to Email Templates

Task Manager Access to Email Templates

As a reminder, the task manager provides a business rules feature for managing your sales process and leads. A task can be  associated with a specific record and assigned to any level in the hierarchy (rep, manager, partner, etc).  You get to specify when tasks are considered complete based upon a specific action having been completed.  Those actions can be based upon a variety of conditions such as – sales stage, lead status, campaign, lead value, forecast date, lead source, marketing mix, the assigned sales rep or partner rep, custom fields and more.

 

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

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