Task Features

Getting stuff done! - enough said

Task Management


Tasks or Actions as well call them, are the work horse of saleslifecycle.com. We have designed the workflows around tasks to be as efficient as possible. If you are still using spreadsheets or post-it notes - we think you will love the task features of saleslifecycle.com

The Actions Page

Today's Actions

1. Completing actions

Actions are designed to be completed in-line without breaking your workflow. Alternatively you can drill down to the contact to gain more context of their history.

2. Action Counts

By giving you a running tally of actions you can be more efficient in completing tasks. The action counters let you know if you are keeping up with your schedule.

3. Search

Easily search notes, contacts, companies. You can even filter to just emails by searching by 'email', or 'call' for calls etc


What is a plan?

A plan is a list of actions where each action is offset from the start of the plan (x number of days, weeks etc). You might create a plan for winning a new opportunity, or for nurturing an existing customer ensuring they are happy with your service. By capturing your business processes into plans you can become more efficient throughout your day, manage more leads and retain more existing customers.

This is generally called sales automation.

Editing a Plan

Edit a Contact Plan

1. Plan Options

Set permission, flag if actions should only be on weekdays. Add an optional description.

2. Action Template

Pick the action type, options change according to the action type selected.

3. Timing

As this is a plan template, the actions are all offset from the plan start date when it is applied to an actual customer. Set start date to zero if the action is due on the first day the plan starts. Just as per ad-hoc actions you can specify reminders and other extras.

4. Action List

The schedule of actions in the plan are listed below the action editor.


What is a action?

An action is a task or job that needs to be completed by a salesperson. The types of tasks that can be created is customisable, but there are four base types in saleslifecycle.com

Types of Actions

Actions can be split into four main base types: Emails Calls Events Other
All actions are derived from one of these base types. So you could define two call types - Cold Call & Follow-up. Some tasks are internal to your organisation - these are generally 'Other' type tasks. For instance you might have certain paper work that needs to be completed following a sale.

Schedule a Email

Add a Email Action

1. Action Type

Select the action type, options change according to the action type selected.

2. Email Template

Pick the email template that will be used.

3. Automatic Options

Set open & link tracking, toggle embedded images.

4. Timing

Set the date & time to send the email automatically. You can also set a reminder which will display on screen and goto you inbox.


We recently added the ability to make a task recurring - learn more about this feature on our blog.

Schedule a Call

Scheduling a call is simple, pick the call type set the time & date for the call. Additionally add a note or set a reminder.

Schedule a Call Action

Task Reminders

If you have set a reminder for an action you will get a on-screen reminder in the bottom left corner. Additionally an email will be sent to your inbox to remind you with the action details.

On Screen Reminders

Email Triggers

Triggers are a powerful feature of saleslifecycle.com. Triggers let you kick off an action when your customer opens an email or clicks on a link. A simple use case is scheduling a follow-up call for customers who clicked on a link.

The potential of triggers is only limited by your imagination.

Link Triggers


Types of Triggers

Using triggers you can tag a contact, schedule an action, stopping or starting a plan, joining or removing from a group.

trigger options

Trigger on Expiry

By default triggers are designed to only activate once the customer clicks on a link or opens an email. Alternatively you can set the trigger to only activate if the contact does not open or click on a link before the trigger expires - this is called triggering 'on expiry'.

When does a trigger expire?

Triggers by default triggers expire after 30 days of the email being sent, you can customise this value.