The LeadMaster task manager now allows access to your email templates. Here’s an example of a LeadMaster task manager task.
Sample Task Manager Task - Update this lead in 5 minutes or it will be reassigned
Here’s the email interface, now with access to email templates. This is a full HTML email editor so you can add videos, graphics etc. to make your message very professional and really stand out.
Task Manager Access to Email Templates
As a reminder, the task manager provides a business rules feature for managing your sales process and leads. A task can be associated with a specific record and assigned to any level in the hierarchy (rep, manager, partner, etc). You get to specify when tasks are considered complete based upon a specific action having been completed. Those actions can be based upon a variety of conditions such as – sales stage, lead status, campaign, lead value, forecast date, lead source, marketing mix, the assigned sales rep or partner rep, custom fields and more.
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