🤗 Heeeeeey lemlister !
Interested in taking full control of your campaigns and saving plenty of time with the Tasks section? Yeah, we thought so too 😁
This section gathers all the actions that need to be completed to properly continue your multichannel sequences: email, manual task, call.
Tasks are automatically generated by lemlist. However once you completed a task you need to indicate if you want the sequence to continue or to stop by clicking on:
The Done button, if you completed the task but want the sequence to continue. e.g. you called your lead, but he didn't answer.
The Interested (😊) or Not Interested (😢) button, if you want the campaign to stop for your lead.
This is like a To-Do list but better since you can directly answer an email from this section by clicking on the little envelope icon.
How is the Tasks section organized? 🧐
On the left column, you have the list of your tasks from the most recent to the oldest
The column Lead gives you the person' details and where she currently is within your sequence
The column Activities shows you how your prospect has engaged with your sequence so far
The field Note allows you to add relevant information about your prospect. This is usually used to take notes during phone calls.
The field called Message shows you your email thread.
How do I create a task? 🤓
Depending on your sequence, a task is automatically created when the time has come to:
Answer an email or a LinkedIn message
Call a prospect
Perform a manual task (e.g. go check and comment on the last LinkedIn post of a prospect)
From the Editor section, you can even choose to create a task when:
A prospect clicked on the link in your email and/or,
A prospect replied to your email
Other relevant articles to manage your tasks like a pro:
Feeling like you need some extra help? Here is Briana's video on the subject 😊