Tasks & Notes in Breakcold: What to Remember
You can assign tasks or notes to yourself or your team. Notifications come via email and inside Breakcold.
💡 Sales-tip 1: Save time by creating tasks/notes directly using our Chrome extension on LinkedIn and other platforms.
💡 Sales-tip 2: Write notes between conversations inside the Email & LinkedIn inbox.
How to Create a Task or Reminder
Option 1: Inside Breakcold
Click the task button anywhere in the CRM.
Set a due date or create recurring tasks (e.g., weekly reminders) using “more options.”
Option 2: Outside Breakcold
Use the Chrome extension on LinkedIn or 7+ other platforms.
Create tasks for leads already in Breakcold or just added via the extension.
