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Sarbacane Engage: ¿Cómo planificar manualmente una tarea o una llamada?
Sarbacane Engage: ¿Cómo planificar manualmente una tarea o una llamada?
Información
Este centro de ayuda está dedicado a la nueva versión de nuestro software, Sarbacane Suite. Los usuarios de la versión anterior, Sarbacane Sunrise, pueden encontrar aquí el centro de ayuda asociado a esa versión del software.
Sarbacane Engage offers you the ability 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 contact records.
Scheduling Calls
- Go to the contact record 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 from your team responsible for it.
- Add a name and description to the call, as well as the date and timezone for its execution.
- Click on "Validate" to confirm 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 set an outcome (positive, negative, etc.) after completing the call.
Scheduling Tasks
- Follow the same steps to schedule a task, selecting "Social" or "To Do" as the task type.
- Unlike a call, the user cannot assign an outcome to the task but can add notes.
Visibility of Information
Notes and outcomes will be accessible in the activity log of the contact from their record.
The task and call scheduling functionality of Sarbacane Engage simplifies the management of interactions with your contacts.
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Nuestro equipo responde a todas sus preguntas por teléfono en el +34 932 20 36 27, de lunes a viernes, de 9:00 a 12:30 y de 14:00 a 18:00 (CET, hora central europea).
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