Task Creation from Inbox
Create tasks directly from your Shared Inbox. Quickly assign Manual Email, Calling, LinkedIn, or WhatsApp follow-ups for seamless prospect management.
You can now create direct tasks like Manual Email, Calling, LinkedIn, or WhatsApp directly from the SmartReach Shared Inbox. This makes it easier to take quick actions and manage follow-ups seamlessly.
Step 1 - Click on the plus icon from you email section.
Step 2 - Once you click on the plus icon, Task creation pop up will open from where you can create the different tasks like Calling, Whatsapp etc.

Updated 15 days ago