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The action bar at the top of the Task Manager allows you to mass complete or delete Tasks by using the checkbox to select Tasks and using the Actions drop-down menu. You can also search Task fields by clicking on the search icon. The Priority drop-down menu will sort Tasks by priority. The Owner drop-down menu will sort Tasks by lead owner. By default, users in the Sales or Marketing security profiles will only see their own Tasks. Managers and admins can see any user's Tasks.
The orange Start button will open the Task Wizard.
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The Task Wizard is a one-stop place for users to complete their daily Tasks. It provides information relevant to each Task, including past Task history and Prospect/Organization information. By working within the Task Wizard, you can access many of Lead Liaison's sales and marketing features without ever having to leave one screen.
- Sorting options
- Task window
- Prospect/Organization Timeline
- Prospect/Organization information
Sorting Options
Like in the main Task Wizard, you can sort Tasks by both due date and Task Type. The total number of Tasks selected are shown in the top-left corner of the screen. By clicking the left and right scroll buttons, you can move through the Tasks in your current selection.
Task Window
From the Task window, you can snooze a Task, add new notes, delete the Task, and Complete the Task.
The Snooze button will temporarily silence a Task notification and move on to the next Task. Depending on your selection, it will update the Task due date/time. You can use a predetermined time in the drop-down menu or create a custom snooze time.
When you add a note to a Task, it will appear in the Timelines of the Prospect, Organization, and Deal associated with the Task.