NEW- Tasks + Notes as Steps in Membrain Processes!

Previously, we exclusively supported “Activities” such as “Appointments,” “Calls” and “Emails” in our processes. We are excited to finally include “Notes” and “Tasks.”

As a sales leader it’s important to be able to easily capture information at key steps in the process using all all Membrain’s activity capabilities (activity types, custom fields, etc). Now we can do exactly that- for example, you might want to track “Notes” created in the process and connect them to activity goals. This is a great way to increase Activities towards goals when you can track directly from the step in the Process. 

Some of the benefits of using “Notes” from a step in the process include: 

• The option to set the note as a specific activity type such as “First Appointment” or another custom activity type
• Connect to existing notes
• The option to add content to the note
  
  

When it comes to the Sales Process, another key thing for Sales Leaders is the ability to create “Tasks” within this Process to keep things actionable. Now we have added “Tasks”  and focused Task- specific capabilities to contribute toward that momentum. 

Some of the benefits of using Tasks from a step in the process include: 

• The option to set a Task as a specific Activity type beyond a Call or Email
• Set as “Important or not”
• The option to assign a role
• Options for reminders and deadlines
• Ability to connect to an existing task and add content 

Get started today!
These are just some of the benefits to using Tasks and Notes as part of your Processes.  We would love to hear more about how you are using Tasks and Notes in your Processes. Otheriwse, if you need assistance getting started drop us a note, we are happy to help!