🤝 Why manage your tasks with ZELIQ?
Optimized sales follow-up: Rigorous task management ensures that no lead falls through the cracks. 🦾
Pipeline structuring: Tasks help organize the different stages of the sales cycle.
Time savings: ZELIQ automates certain actions to reduce the mental load on sales professionals.
📞 Types of tasks available
📩 Emails: Send individual proposals, follow up with contacts, and track the history of exchanges.
📞 Calls: Schedule cold calls, follow-ups with prospects, conduct discovery calls and close deals.
💡Have a look at our integrations with Aircall & Ringover to make calls directly on ZELIQ.
🗂️ How to manage your tasks effectively in ZELIQ?
Understand the task tab
When you click on the “Tasks” tab in the ZELIQ menu, the oldest task you haven't completed is displayed full-screen.
The screen is divided into 2 parts:
On the left, you'll find comprehensive details about your lead:
AI Personality: The personality profile of your lead, generated by AI if you have enriched it.
Favorite Note: Any favorite notes you have taken regarding the lead.
Activities: A history of all activities, interactions, and status updates related to your lead.
On the right, you'll find the action section:
Call Window: Add your pitch or note templates to enhance efficiency during your calls.
Email Window: Send emails directly from ZELIQ to your lead.
Manage your tasks
In the upper right corner of the window, you can:
Click on the "Tasks" button to have an overview of all the pending or upcoming tasks
🗑️ Click on the bin icon to delete the task
📆 Click on the calendar to reschedule the task
➡️ Click on the arrow to launch the task full-screen
Click on the "Snooze" button to reschedule your full-screen task
Click on the "Done" button to finish your task
Take notes
Change your lead's status
Unassign the lead if not interested or schedule a follow-up task
Confirm and end the task.
👩🏼💻 For further information, please do not hesitate to contact us: