The Task section allows you to organize and monitor all follow-up activities associated with a contact, helping the sales team avoid missing any important step.
Each task represents an action to be completed by a specific deadline, such as sending an email, scheduling a call, or creating an opportunity in the CRM.
What Tasks Are For
After acquiring and qualifying a lead, it is essential to clearly define the next steps.
Tasks allow you to:
Assign operational activities to one or more users
Set a due date
Establish priorities and responsibilities
Monitor progress
Ensure that every lead is followed up correctly
How to Create a Task
Open the contact's profile.
Go to the Task section.
Select New Task.
Enter:
Activity title
Description
Due date
Priority
Assignee
Save the task.
Automatic Task Creation
Tasks can be automatically generated by artificial intelligence based on information entered in voice notes.
For example, if you record a note saying:
"Send the proposal by Friday and schedule a demo next week."
SalesAI can automatically create the corresponding activities, complete with description and deadline.
Examples of Tasks
Send a follow-up email
Schedule a demo
Send commercial materials
Verify budget and timing
Involve a technical colleague
Create an opportunity in the CRM
Task Management
For each task, you can:
View the status (to do, completed, in progress)
Edit the details
Update the deadline
Mark it as completed