Global Task Sidebar for faster task completion!!!

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Chris Davis Jr

• November 21, 2019 18:15

Please implement this to make this product a game changer. I've only come across this with Outreach and Mixmax and its the best software feature around for engagement efficiency.

Mimic Outreach.io: = https://support.outreach.io/hc/en-us/articles/360005161034-Global-Sidebar-Task-Flow

If I can cruise through tasks (independent and/or sequenced) without leaving a global sidebar I'd be able to get things done so fast.

As you scroll through the task sidebar, it pops any deal, contact, or company as the main page that the task is linked to. Once the task is completed, the side bar load the next task.

Get this going asap if you want people to love this platform!!!

7

• Official comment

  

  Team Salesmate

  • December 08, 2020 14:38

  We have created an alternative option for this. We have a new widget called My Agenda on our Dashboard 2.0, which will show all activities (independent and/or sequenced). You can also use smart queues, simply hit on the "Start Queue" action button and the system will take you to the first activity, and once it is finished, the system will load the data of the next record.

   

  Related articles:

  https://www.salesmate.io/blog/my-agenda/
  
  https://support.salesmate.io/hc/en-us/articles/360044703032-How-to-use-Smart-Activity-Queues-

  https://support.salesmate.io/hc/en-us/articles/360045196471-Smart-Activity-Queue-as-a-Power-Dialer

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  Team Salesmate

  • December 01, 2019 14:31

  We don't have any quick plans for the global taskbar, but it seems an interesting idea. If we get a few more requests, then we will surely think about it.

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  Chris Davis Jr

  • April 02, 2020 21:48

  I think you should seriously consider this as it is a common sales feature amongst all top sales engagement platforms out there (outreach.io, apollo, etc)

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