What is a Task in Salesgem?
In Salesgem, a Task is a planned action or activity that needs to be completed by a sales team member. Tasks help sales representatives organize their daily work and make sure important follow-ups and activities are completed on time. Tasks can be related to leads, customers, or other sales activities.
How is Task useful to your business?
For example, suppose a customer enquires about a property and tells the sales representative, “Please call me again tomorrow.” The sales representative can create a task in Salesgem such as “Follow up with customer” and set the due date for the next day. The assigned team member can then check the task and complete the follow-up at the scheduled time.
Tasks can also be used for activities such as making follow-up calls, scheduling meetings, sending quotations, arranging product demonstrations, or contacting customers for additional information.
This helps businesses avoid missed follow-ups, organize sales activities, assign responsibilities, and ensure that important actions are completed on time. For example, if a sales representative has 20 customers to follow up with during the week, creating tasks for each follow-up helps them manage their work systematically instead of relying on memory.
Steps:
- Go to Leads.
- Go to Task Assigned.
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