Creating and Managing Tasks

Tasks are a very important part of Zendesk Sell. We believe in being action-based and tasks are the backbone of that.

In Sell, you can add tasks to Leads, Contacts, or Deals. You can create multiple tasks for every record to stay on top of the actions you have to take, such as following up with clients. Creating a task is very simple:

Click the 'Add Task' button in the Tasks section:

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Enter the text for the task, and if you wish, you can set up a reminder that will be sent to your email.

When you have completed the task, just click the checkbox to its left of the task name. That will mark the task as done. The completed task will be removed from your tasks list once you refresh the page. 

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The same principle applies to marking a task as done from the dashboard.

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You'll find incomplete and completed tasks in their respective Lead, Contact, or Deal pages if they have been associated with any records.

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You can sort and filter your tasks using the available filters in the Tasks section. A list of tasks will always be sorted in the order based on due date.

 

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Adding the field 'Next Task' in any Lead, Contact, or Deal Smart List will show which task is due next for each record.

 

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