Administrar tareas
Introducción
Cada usuario de Infusionsoft puede realizar un seguimiento de sus tareas y citas a través de Infusionsoft. Puede permitir a los usuarios ver los calendarios y tareas de otros editando sus permisos de usuario. Infusionsoft también puede asignar automáticamente tareas o citas como parte de sus estrategias automatizadas de seguimiento. Puede crear tareas y citas desde el calendario o a través de un registro de contacto individual. Para sincronizar su calendario de Outlook o Gmail, eche un vistazo al mercado Infusionsoft para los productos de Infusionsoft Sync para Outlook y Gmail.
Instrucciones paso a paso
1 - Haga clic en el icono Inicio en la barra de herramientas de usuario y seleccione Tareas.
2 - Haga clic en el botón Agregar tarea para crear una nueva tarea.
¡Sugerencia Pro!
También puede crear una tarea mientras visualiza un registro de contacto o mientras visualiza una lista de contactos en la vista interactiva.
3 - Comience a escribir el primer nombre de un contacto y haga clic en el botón Buscar para buscar el registro de contacto.
4 - Rellene los detalles de la tarea.
- Descripción: Este es el título de la tarea que aparece en su lista de tareas.
- Fecha de acción: Esta es la fecha en que se debe realizar la tarea. Puede actualizar esta fecha si no puede completar la tarea en la fecha de vencimiento o mantenerla pendiente como una tarea vencida.
- Escenario de finalización: (opcional) Seleccione el escenario de finalización en el menú desplegable que describe el resultado de esta tarea. El escenario que seleccione activará la automatización en Infusionsoft. Esta lista desplegable aparece cuando una tarea puede tener resultados múltiples que requieren diferentes tipos de seguimiento.
- Fecha de finalización: utilice el icono de calendario para seleccionar una fecha de finalización cuando finalice la tarea. Establecer una fecha de finalización eliminará la tarea de la lista de tareas y la archivará en el historial de registros de contactos.
- Notas de creación: Estas notas describen la tarea en detalle. También puede utilizar este espacio para registrar notas sobre el resultado de la tarea.
- Prioridad: Seleccione una prioridad en el menú desplegable para volver a priorizar una tarea.
5 - Haga clic en el botón Guardar para guardar los cambios.
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