Automate Creating, Closing, Tasks and other Operations with Tasks
Salesforce offers the best tool for handling tasks which is designed to assist your sales team in dealing with everyday tasks through prioritizing them and allocating the necessary amount of time to complete them. By means of it, you will be able to schedule events, to distribute work among your subordinates and to monitor completion of tasks against their deadlines.
Of course, you can complete your tasks step by step but you cannot group tasks of a typical lead, account and so on.
From your experience you know what reiterative actions should be taken for a new lead which is similar to the previous ones. But how about a self-activating ‘to-do list’? With it you’ll not have to keep in mind the whole sequence of steps that need to be taken in order to complete a typical task.
Our specialists can create a hierarchy of the task for you where, upon completion of the first step, the second one will be created automatically. This way, you’ll be able to create a list of actions that should be performed for different types of leads by just one click.