๐Ÿค— Heeeeeey lemlister !

Interested in taking full control of your campaigns and saving plenty of time with the Tasks section? Yeah, we thought so too ๐Ÿ˜

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 Success (๐Ÿ˜Š) or Not a Success (๐Ÿ˜ข) 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? ๐Ÿง

  • 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? ๐Ÿค“

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 ๐Ÿ˜Š

Enjoy โค๏ธ

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