Chime can remind you to make calls, emails, texts, and appointments for your leads by creating Tasks for each of them in the Tasks section of a lead.
Creating a Task on a Lead's Detail Page
Click on the + button on the Tasks section of any lead.
A form will pop up to create the task. You can add a description of what the task is, choose a task type, and pick a date you want to complete the task. Click Save when you've filled in all of the steps.
Once you've created the task, it will appear in the Tasks section of your lead.
You can mark the task complete when finished.
Managing Tasks on the My Tasks Page
If you want to see all of your Tasks for the day, week, or month in one place, you can click on the Tasks tab on the top menu bar.
Here, you can filter the Task Type, Pipeline, and Origin.
You can also create follow-ups to the task by clicking on the arrow at the right-hand side of the screen. A form will then pop up asking you when you would like to schedule the follow-up or you can mark it complete.
Once the task is marked complete, it will move to the Finished folder.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <firstname.lastname@example.org> or by phone at 1 (855) 981-7557.