Sarbacane Engage offers you the possibility to efficiently schedule and manage tasks and calls associated with your contacts. In addition to creating tasks and calls when setting up your sequences, you have the flexibility to create tasks and calls directly from your contacts’ records.
Call scheduling
Go to the record of the contact you wish to schedule (refer to the article Accessing my contacts’ records).
Click on Create a task to start the scheduling process.
Choose the type of task, here for example Call, and specify the user in your team responsible for carrying it out.
Add a name and a description to the call, as well as the date and time zone for its execution.
Click on Confirm to validate the scheduling of the call.
The designated user will receive the task in the Connect extension of the Tasks tab under Today.
The user can add notes and define an outcome (positive, negative, etc.) after having completed the call.
Task scheduling
Follow the same steps to schedule a task, selecting Social or To do as the type of task.
Unlike a call, the user cannot assign an outcome to the task, but can add notes.
Information visibility
Notes and outcomes will be accessible in the contact’s activity log from their record.
The task and call scheduling feature of Sarbacane Engage simplifies the management of interactions with your contacts.