Sales tasks in the CRM

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Sales tasks help you keep track of your sales activities in the CRM.

Creating a sales task

You can create tasks in Vendasta in multiple different ways:

Create tasks from a CRM record

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Navigate to your record:

  1. Contact: In Partner Center, go to CRM > Contacts

  2. Company: In Partner Center, go to CRM > Companies

After you are on the record’s table:

  1. Click the name of the record

  2. Click Tasks in the activity logger in the middle

  3. In the activity logger, enter the details of your task

  4. Click Log activity

Create tasks from the task table

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You can fill in the following information when creating a task:

  1. In Partner Center, go to Sales → Sales tasks

  2. In the upper right, click “Create task”

  3. In the side panel, enter the details of your task

  4. Click “Create task”

Adding task details

You can fill in the following information when creating a task:

  1. Name: Put in the name of your task

  2. Instruction: Put in the details about the task

  3. Due date: Select the date and time the task is due

  4. Type: This is the type of the task. You can select from To-do, Email, Call, Message, Connection and LinkedIn

  5. Priority: Select if the task is a low, medium, or high priority

  6. Associations (Opportunity, Contact, Company): Pick a list of CRM records that you want the tasks to be associated with

  7. Tags: Label the task for segmentation

View and filter tasks

Filter tasks and save views:

You can filter tasks based on different criteria and save them as views.

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  1. In Partner Center, go to CRM > Tasks 

  2. By default, the table will show all open tasks that are assigned to you. You can apply additional filters by:

    1. Click “Add filter”

    2. Select the filter you would like to apply

    3. Click “Apply”

  3. After applying the filters, you can save your views by:

    1. Click “Views”

    2. Click “Create view”

    3. Enter the name of your view

    4. Click “Create”

Edit, complete, and delete tasks

Working with tasks within a sales record:

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  1. You can complete a task by:

    1. In the activity timeline, click on the checkbox on the task card

    2. Or if you are on a task queue, you can click “Mark as complete” on the task action banner

  2. You can edit a task by:

    1. Click on the kebab menu on the task card

    2. Select “Edit activity”

    3. Fill in the details you would like to change on the task

    4. Click “Save”

Working with tasks on the sales task table

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  1. You can edit a task by:

    1. Click on the kebab menu

    2. Select “Edit task”

    3. Fill in the details you would like to change on the task

    4. Click “Edit task”

  2. You can delete a task by:

    1. Click on the kebab menu

    2. Select “Delete task”

    3. Click “Delete”

  3. You can complete a task by:

    1. In the “Task status” column, click on the radio button

Complete tasks consecutively with the Task Queue

You can complete the tasks back to back on a filtered list of tasks on the sales task table.

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  1. In Partner Center, go to CRM > Tasks

  2. Apply the filter or go to the view that includes the task that you want to work on

  3. To complete all tasks in a filtered view back to back, click Start [x] tasks on the upper right corner right next to the Create task button

  4. You will be redirected to the CRM record associated with the task

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Once you are redirected to the CRM record associated with the task, there are a couple of actions you can take:

Mark as complete: This action will mark the task as completed. You have the option to reopen the task afterward before you jump to the next task.

Reschedule: This action allows you to reschedule the due date of the task. You will be moved to the next task after rescheduling.

Skip: This action will push the task to the bottom of the queue. So you can come back to them at the very last.

Navigate to other records associated with the tasks: The association dropdown allows you to jump between different records associated with the task to help you complete your task.

Exit the task queue: Clicking on the cross button will allow you to exit the task queue. You can enter a new session of the task queue through the sales tasks table.

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