Organize and track daily tasks with Task Queue
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Gabriel Tsoi
Sales representatives can easily filter through their task list to the ones they wish to focus on. By clicking on "Start Task" they will be directed to the relevant contact or company profile with a task banner, which they can choose to complete, reschedule or skip the tasks. This makes working on sales tasks more trackable, streamlined, and efficient.
December 18th update:
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Jehan Zouak
complete
Now available Learn more in this week's changelog: https://roadmap.vendasta.com/changelog/whats-new-2024-01-18
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Michael Swartz
Gabriel Tsoi Jehan Zouak Posted this on another post, but this post might be a better fit.
Any update on Companies and Contacts, as well as the associated sales tasks being accessible in the Partner Center Automations, in the same way Accounts and sales tasks from the sales and success center are. For example I love the new sales tasks feature however I cant create these type of tasks through automations. The only sales tasks I can create are the ones that only show up in sales and success center. The problem for us is that it looks like the Sales & Success Center "Sales Tasks" do not show up in the new sales tasks feature (Uses only Company and Contact "Sales Tasks") that we can access from partner center.
Don't know if the plan is to connect the two types of Sales Tasks in the future, or if the plan is more centered around bringing the "Company & Contact Sales Task" to Partner Center Automations.
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Gabriel Tsoi
Michael Swartz: We are bringing the "Company & Contact Sales Task" to Partner Center Automations, and build a "Sales sequence" experience around it. We can show you what we have got so far and the plan in our meeting this Wednesday.
Jehan Zouak
in progress
Organize daily sales tasks with Task Queues as soon as later this week! Watch the latest demo here.
Jehan Zouak
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