Assign and finish tasks

Use this to turn what you hear in a sit into something with an owner and a date.

For managers and org admins

1. In the sidebar under Sit review, open Tasks.
2. Choose New task. Fill in Task, Kind, Due, Owner and Lead, then choose Save task.
3. TrueSit also drafts tasks from each sit, such as a call back or sending financing details. They wait as To confirm.
4. On a drafted task, choose Confirm to keep it, Edit to change it, or Dismiss to drop it.
5. Use Search tasks and the filters to find a task by its words, its lead or its owner.

For reps

1. Open Tasks. You see the tasks you own.
2. When one is finished, mark it Done.

If your company has a CRM connected, each task shows whether it reached the CRM: In CRM, Syncing or Sync failed.

If it does not work

• No tasks show: choose Clear filters.
• Sync failed: your org admin checks the CRM under Connect.

Still stuck? Open Help and choose Talk to a person.