Good Task Management is at the heart of any highly productive Salesperson. And in this day and age, we all strive towards increased productivity, even if that means simply getting to the bottom of a never-ending to-do list.
Membrain's Tasks helps you banish the mundane and streamline task management, allowing you to create, manage and complete your tasks efficiently.
In a small but nifty addition to Tasks we've enhanced the process even further - adding the ability to Create a Follow-Up Task easily while creating Appointments, Notes, and Phonecalls. A new related task is created with one click and set for the next day, keeping you focused on what's required to keep up momentum and get the job done successfully.
Creating follow-up tasks as a reminder to do something important couldn't be any easier
Task Management Highlights
Haven't used Tasks in Membrain yet? Keep track of what's important and don't let anything fall through the cracks. Here are just a few ways you can use Tasks for success:
- Hit the letter t on your keyboard for quick access to your Task List
- View your colleagues Tasks List, and comment on their tasks for effortless collaboration
- Assign tasks to your colleague's (and even contacts outside of Membrain), helping you delegate and spread the load
- Set reminders for yourself when a task is upcoming or overdue, and flag them so you don't miss any high priority tasks
- Trigger new task creation automatically from the Sales Process when an event occurs, like a new sales project created, red flag alert or a step is completed, and have it assigned to the relevant person or role.
- And now! create follow up tasks with one click when creating Appointments, Notes and Phone calls.
So what are you waiting for? Learn more about Membrain's Task and Activity Managagement tools and increase you and your team's productivity now.
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