18 min of content
Home > Ontraport for sales teams > Tasks
SUMMARY
Tasks
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4 lessons
Automation is great, but there are some jobs that are better left to humans. Use Ontraport to integrate manual tasks into your sales process.
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SECTION OVERVIEW
Lessons for Tasks
Learn how to set up tasks in Ontraport so you and your team can stay on top of all your non-automated, offline assignments.
You'll learn
- How you can automate task assignments
- Pro tips for staying organized with tasks
- How to manually set up tasks on the fly
Use Ontraport’s time-saving task templates for any recurring tasks you want to delegate to your team.
You'll learn
- Best practices for customizing your task templates
- Tips for using merge fields to keep your tasks organized
- How to set up task notifications so no balls get dropped
- How to change what happens next to a contact based on the outcomes of a task
- How to add a form to completed tasks so your reps can easily update contact records
In this lesson, you’ll learn how to assign tasks to your team members — both manually and through automations — so you can keep business running smoothly.
You'll learn
- How to automate task assignments to your team members
- How to manually assign a task quickly
- How to view all the tasks assigned to a specific team member
- Where to create groups of your tasks to stay organized
- How to mark tasks as completed
Now that you know how to create, assign and complete tasks, automate your follow-up with prospective customers so you don’t miss out on closing the deal.
You'll learn
- How to add task outcomes to your task templates to smooth out your lead follow-up process
- How to boost efficiency by assigning tasks via automation
- How to add goals to task outcomes
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