Manage Multichannel Tasks

To effectively run daily multichannel tasks on the Task Manager the SmartReach Multichannel Chrome Extension is needed. Install Here

The task manager provides daily tasks a User needs to complete in a structured manner. For example, all “LinkedIn Connection Request” tasks for the day will show up in a specific tray in the task manager. It is important to note that a sequence of communication or tasks will not move if specific scheduled tasks are marked as “DONE” in the Task Manager.

How to manage multichannel tasks using SmartReach

Every task will showcase the notes (if added) and the preset content to be sent to the prospect. Users also have the option to edit the content for prospects before completing the task by marking “DONE