Sales Campaign Step Types and Reminder Tasks sales-campaign-step-types-and-reminder-tasks

Sales Campaign Step Types sales-campaign-step-types

When adding a step to your Sales Campaign, you have four options.

Email email

Compose a new email, or use a pre-existing template.

Call call

Set a reminder to follow-up with a contact via phone. You can also save notes to be used as a talk track during the call.

InMail inmail

Following up on multiple channels is a great way to connect with leads. With InMail tasks, you can set up a reminder to reach out via LinkedIn.

Custom Task custom-task

Utilize custom tasks when the above options are not applicable. For example, you can invite a colleague to follow up with a lead via email.

Using Reminder Tasks in Sales Campaigns using-reminder-tasks-in-sales-campaigns

Tasks are a powerful tool when sending a Sales Campaign to a contact, especially if your sales process is multi-channel/touch.

Task to send an Email and Task to Call a contact are the most common uses for Tasks in Sales Campaigns.

You can also make a “Task to Inmail” a contact on LinkedIn if that’s part of your workflow. You can also make a custom task to remind you to invite them to a happy hour, ask about their charity event, or check-in after game 5, etc.