Create Tasks to Help Engage With Your Leads in a Timely Manner

How to Set Up a Task

1. As a Step in a Sequence

•  Go to your desired Sequence
• Click the Add a Step button in the top right
• Select the desired type of step from the Step Type dropdown - "Manual Email", "Phone Call", and "Action Item" will all schedule tasks when a contact has reached that step
• Set your time to wait
• Click the Add button

2. Set a Call Task After a Number of Opens / Trigger Event

You can set a call task to be scheduled if a contact opens your email in a sequence more than a specified number of times.

• Go to Sequences and select the desired sequence
• Go to the Settings tab, in the top left 
• Underneath the Triggers section you have
  "Create a phone call task if an active contact opens an email at least [ # ] times."
• Add the number of opens after which you'd like to have a call task scheduled
• Click Save at the bottom of the Settings page

3. Create a Manual, One-off Task from the Tasks page

• Go to Tasks in the left main menu
• Click the New Task button in the top right
• Click the Create button once you've set up the details of your task

4. Create a Manual, One-off Task from a Contact or Account profile

• Head to the profile page of a contact or account, by clicking on their name
• Navigate to the "Activities" tab
• Click "Create Task"

5. Create tasks for multiple Contacts or Accounts

• Head to the Contacts or Accounts page from the left main menu
• Select the contacts or accounts you want to create tasks for
• Click "More" and then select "Create tasks"