Creating Task Types

Creating Task Types

Search

    Categories

    Creating Task Types

    Hi there! 👋

    Manual activities like making cold calls and performing LinkedIn and SMS outreach can be more organized when you create tasks out of them. 

    SalesBlink helps you with just that!💫

    Here's an example of how you can create task types with a condition in a sequence,

    1. In the sequence builder, after the email outreach block, add a condition block.

    Sequence

    If the condition is True (Yes), you can reach out to the prospect with a LinkedIn message and can create a task for the same.

    3. Click on the '+' after 'Yes', and select 'Task' in the pop-up that appears.

    Create task

    4. Click on 'Create New Task".

    Create new task

    5. Click on 'Create Task Type' as you can see below.

    Create task type

    6. You can then create the new task by filling in the details such as name, description ad attributes followed by clicking on 'Add Task Type'. 

    Add new task

    7. 

     

    ---------------

    explain 

    take example of linkedin outreach to explain this.

     




    Still need help? Contact Us

    Last updated on March 9, 2023