All too often, leads fall through the cracks because of forgotten tasks. How often are these leads warm inbound requests? From a target company? A target persona? What if they expressed interest, but you forgot to send a calendar invite? It’s easy to leave important tasks behind because they were at the bottom of your list and you just didn’t have enough hours in the day.
Not only are leads cooling, but there’s also limited visibility into whether the tasks being completed are the right tasks. It’s even more challenging to know if you’re focusing on the leads that are most likely to close.
Keep track of important leads and drive your results by focusing on what matters. By setting task priority, you can stay organized, ensure you’re working on high priority leads and never miss an opportunity.
So that’s why we’re introducing Task Priorities. Now you can assign a priority of low, normal or high to tasks to ensure you complete the right work quickly. This can either be done automatically for tasks created from a sequence step or it can be done manually when creating or editing a task. After task priorities have been set, you can then sort or filter your tasks in the list view to prioritize the tasks you wish to focus on.
Task priority can be set at the sequence level on any manual step, whether a manual email, generic task, or phone call. You’ll see the step priority on the sequence overview page. When the prospect is active in the step, a task will be generated and tagged with the priority that was selected when the step was created.
Task priority can also be applied when creating a single task.
Once prospects are designated a priority level, you can use filters to sort prospects by their priority level.
We suggest the following: