Work through your prospecting tasks

What it's for

The calls, emails and LinkedIn messages to do by hand are gathered in a task list. You work through them in a row, one at a time.

Before you start

• Tasks to handle: a sequence with manual steps creates them for you. Create and launch a multichannel sequence

Steps

1. 1

   Open Tasks. If the screen shows the Today and All tasks tabs, click All tasks.

2. 2

   Filter the list with All statuses, All types or All assignees to keep only what you want to handle.

3. 3

   Click Start my tasks for today. Today's and overdue tasks open one at a time.

4. 4

   For each task, use the Quick actions (Email, Call, Write on LinkedIn), then click Complete and next, or Reschedule to move it.

Next tutorial: Create email templates and call scripts