How To Manage Tasks Assigned To Me

Modified on Tue, 6 Dec, 2022 at 6:19 PM


After you have a breakthrough call, it’s important to update the task that’s assigned to you (it will come to you via email or you can update it directly in your account). This helps keep track of the outcome of each call and will update a field within the contacts record to show an outcome such as – Enrolled, Not Interested, Not A Fit, etc.






Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article