Get started with Sequences and Tasks
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      3. Get started with Sequences and Tasks

      Breeze through your daily tasks with Outplay

      Completing tasks has never been easier

      Once a task is created, Outplay adds it to the list of Daily Tasks that you have to complete. On your Daily Tasks, you can also find tasks that are created when a manual action is required to move a prospect to the next step in a sequence. 

      Once you begin your tasks, you can find everything you need to complete the task on the Task panel. Need to make a call? The Outplay Dialer pops up. Have an email to send? Send it right from the Task panel. 

      Complete your daily tasks on Outplay

      • Find all your tasks for the day on the Outplay Dashboard.

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      • Click Start Tasks. 

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      • The Task panel slides out from the right along with the Prospect Information and Activity panel relevant to the prospect. 

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      • Depending on the type of task, the task panel displays relevant fields and icons.

      For email tasks

      You can compose the email for the prospect right from the Task panel. Click Send and Complete to send the email to the prospect and mark the task as completed. 

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      For call tasks

      For Call tasks, the Outplay Dialer pops up with the prospect’s number pre-dialled. Simply click the Call button to make the call. 

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      After completing the call, click Log & Complete to record the activity and mark the task as completed.

      For SMS Tasks

      You can compose the SMS for the prospect from the Task panel. Click Send and Complete to send the SMS to the prospect and mark the task as completed. 

       

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      For LinkedIn Tasks:

      You can click the LinkedIn icon on the Task panel to be directed to the prospect’s LinkedIn profile. Execute the required action and click Complete to mark the task as completed. 

       

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      For Twitter Tasks

      You can click the Twitter icon on the Task panel to visit the prospect’s Twitter profile. Execute the required action and click Complete to mark the task as completed. 

       

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      For General Tasks:

      Execute the required action and click Complete to mark the task as completed. 

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      For Whatsapp Tasks:

      On the Task panel, click Send and Complete. You are directed to WhatsApp Web where the prospect’s chat is automatically selected and the message is auto-populated.

       

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      • Click Notes and add essential information regarding the prospect based on the interaction. 

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      • After you complete a task, Outplay displays the next task on your daily task list automatically. 

       

      TIP: To complete tasks as per type, click on the Task Type you want to complete on the Outplay Dashboard. The tasks for the selected task type are displayed. Click Start Tasks to begin tasks for the selected task type.

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