Keep tabs on your sales team’s tasks using Ontraport’s oversight tools so you can consistently deliver remarkable customer experiences.
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Home > Ontraport for sales teams > Lead management > Oversight
Home > Lead management > Oversight
Oversight
You'll learn:
- Ways to save time managing your sales team
- How to send automated alerts to your team when you delegate tasks
- How to remind your team about their tasks with no manual work
- How to alert yourself automatically if your team members’ tasks are overdue
Rashelle Monet
Oversight
Keep tabs on your sales team’s tasks using Ontraport’s oversight tools so you can consistently deliver remarkable customer experiences.
- Ways to save time managing your sales team
- How to send automated alerts to your team when you delegate tasks
- How to remind your team about their tasks with no manual work
- How to alert yourself automatically if your team members’ tasks are overdue
Course Instructor
Rashelle Monet
Related resources
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Transcript
If you manage a sales team, you can assign out tasks, but you know that it’s ultimately on you to deliver remarkable customer experiences every time with no dropped leads. Ontraport is built with sales tools that’ll give you the accurate and detailed oversight you need to make sure your team is taking care of business.
In this video, I’ll give you a super quick tour of one of those tools — tasks and task notifications — that’ll help you keep tabs on how your team is doing.
Let me show you around:
Head to “Contacts” then “Messages.”
You can either create a new task or edit an existing one. Either way, click New Message and load up a task editor.
Say you run SlurpeestoBurpees.com, our fitness coaching business, and are trying to drum up some people to join your 60-day personal training program.
And let’s assume that when a new lead fills out a consultation form on your website, you’ll assign this task to Jan, one of your sales reps.
Once the lead fills out the form, you’ll send Jan a task to give that lead a follow-up consultation call.
Check out the task notification section of this editor. You’ll use notifications to let Jan — the person who’s responsible for the task — know that a task has been created for her — pretty straightforward.
Your task message could say something like “Hey Jan, a new lead came in; here’s their info. Call them ASAP.
Name: [Page//First Name]
Phone: [Page//SMS Number]”
Now, use the dropdown to select “Task Assignee.” In this example, Jan is the assignee. You’ll notice a few other options here that you could use instead, depending on your needs.
When you send a notification, you’ll choose who to send it to — Jan, the task assignee or the contact owner. Here’s the difference between the two:
A contact owner is basically the person responsible for a lead or contact and is usually determined by things like your form settings in a contact’s record or your lead router. If these things were left blank, the account’s administrator is the contact owner by default.
A task assignee is the person set as the task owner in the setting above, here. In this case, it’s Jan, but you can assign the task to whatever user or role you want, or to yourself, the contact owner. So, the task assignee and the contact owner can be the same person, but they don’t have to be.
You can also send your notification to your task assignee’s manager — like Jan’s boss, Felicia — or your contact owner’s manager. This will send an email or SMS notification to that manager, depending on your role settings.
We have videos about roles if you want to learn more about this topic. But, briefly, when new users are added in Ontraport, they’re assigned roles and roles have hierarchies, so each user has a manager. Within their user info, you can select their managers from your other user seats. This gives your managers some oversight into how their team members are performing with their tasks.
Next, you can select the timeline for the task notification. You can use all the settings here to get the exact functionality you want with your tasks.
Note that all these settings work in conjunction with the “days” box that comes before it. So for example, if you put “1 day Before Task is Due,” the notification will be sent to Jan exactly like that — one day before her task is due.
The default setting for this feature simply lets Jan know that her task is ready to go. The setup looks like this: “Task assignee,” “0 days” and “After Task is Assigned.”
If you want more oversight, you’ll want to do something more like this. This will fire off a notification that gets sent to Jan’s manager Felicia one day after the task was supposed to be completed. The system will only send notifications for tasks that haven’t been completed, so If Jan DID do the task and completed it on time, this notification to the boss won’t be sent.
Of course, task notifications aren’t the only way to keep track of what needs doing.
The other way to keep on top of your team is to simply go to tasks and see what’s outstanding. By selecting ‘past due’ in this filter here and ‘my team’ here, you’ll see… well, exactly what you think you’d see: past due tasks that are assigned to your team.
You can make groups for each individual if you like, just like you make groups anywhere. In this case, you might say ‘task assignee’ = Jan.
Or, you can just search for a Jan in the search bar as well, to see all of her tasks, as long as the ‘assignee’ column is showing here.
Now you’re familiar with where to find everything related to tasks. The key for you is to figure out how you can leverage tasks to best support your team.
We have a whole section of videos that dive into all the details of how to set up and fine-tune tasks, so check those out if you want more in-depth knowledge about this feature.
To make your sales process even more efficient for your sales team, you can also watch our videos on “Lead scoring” and “Lead routing.”
In this video, I’ll give you a super quick tour of one of those tools — tasks and task notifications — that’ll help you keep tabs on how your team is doing.
Let me show you around:
Head to “Contacts” then “Messages.”
You can either create a new task or edit an existing one. Either way, click New Message and load up a task editor.
Say you run SlurpeestoBurpees.com, our fitness coaching business, and are trying to drum up some people to join your 60-day personal training program.
And let’s assume that when a new lead fills out a consultation form on your website, you’ll assign this task to Jan, one of your sales reps.
Once the lead fills out the form, you’ll send Jan a task to give that lead a follow-up consultation call.
Check out the task notification section of this editor. You’ll use notifications to let Jan — the person who’s responsible for the task — know that a task has been created for her — pretty straightforward.
Your task message could say something like “Hey Jan, a new lead came in; here’s their info. Call them ASAP.
Name: [Page//First Name]
Phone: [Page//SMS Number]”
Now, use the dropdown to select “Task Assignee.” In this example, Jan is the assignee. You’ll notice a few other options here that you could use instead, depending on your needs.
When you send a notification, you’ll choose who to send it to — Jan, the task assignee or the contact owner. Here’s the difference between the two:
A contact owner is basically the person responsible for a lead or contact and is usually determined by things like your form settings in a contact’s record or your lead router. If these things were left blank, the account’s administrator is the contact owner by default.
A task assignee is the person set as the task owner in the setting above, here. In this case, it’s Jan, but you can assign the task to whatever user or role you want, or to yourself, the contact owner. So, the task assignee and the contact owner can be the same person, but they don’t have to be.
You can also send your notification to your task assignee’s manager — like Jan’s boss, Felicia — or your contact owner’s manager. This will send an email or SMS notification to that manager, depending on your role settings.
We have videos about roles if you want to learn more about this topic. But, briefly, when new users are added in Ontraport, they’re assigned roles and roles have hierarchies, so each user has a manager. Within their user info, you can select their managers from your other user seats. This gives your managers some oversight into how their team members are performing with their tasks.
Next, you can select the timeline for the task notification. You can use all the settings here to get the exact functionality you want with your tasks.
Note that all these settings work in conjunction with the “days” box that comes before it. So for example, if you put “1 day Before Task is Due,” the notification will be sent to Jan exactly like that — one day before her task is due.
The default setting for this feature simply lets Jan know that her task is ready to go. The setup looks like this: “Task assignee,” “0 days” and “After Task is Assigned.”
If you want more oversight, you’ll want to do something more like this. This will fire off a notification that gets sent to Jan’s manager Felicia one day after the task was supposed to be completed. The system will only send notifications for tasks that haven’t been completed, so If Jan DID do the task and completed it on time, this notification to the boss won’t be sent.
Of course, task notifications aren’t the only way to keep track of what needs doing.
The other way to keep on top of your team is to simply go to tasks and see what’s outstanding. By selecting ‘past due’ in this filter here and ‘my team’ here, you’ll see… well, exactly what you think you’d see: past due tasks that are assigned to your team.
You can make groups for each individual if you like, just like you make groups anywhere. In this case, you might say ‘task assignee’ = Jan.
Or, you can just search for a Jan in the search bar as well, to see all of her tasks, as long as the ‘assignee’ column is showing here.
Now you’re familiar with where to find everything related to tasks. The key for you is to figure out how you can leverage tasks to best support your team.
We have a whole section of videos that dive into all the details of how to set up and fine-tune tasks, so check those out if you want more in-depth knowledge about this feature.
To make your sales process even more efficient for your sales team, you can also watch our videos on “Lead scoring” and “Lead routing.”
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