Creating and managing tasks for leads, contacts, and deals

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7 Comments

  • Martyn Evans

    is there a way to bulk upload tasks to a number of contacts, or set a recurring task - perhaps weekly or monthly for example?

    1
  • Katie Dougherty
    Zendesk Community Team

    Hi Martyn Evans,

    Thank you for reaching out!

    I'm afraid you cannot bulk update tasks or set a recurring task from within your account. I will make sure our Product Team reviews your above post to see if we can add this functionality to all Sell accounts! 

    Please note that (depending on your plan level) you can use our Automated Actions feature to automatically create tasks and you can use third party applications like Zapier to create triggers/actions to automate setting tasks. 

    Additionally, you can reach out to our team to discuss assisted implementation options to assist with task updates or reference our API documentation (specifically our supported Task attributes) if you are familiar with updating through the API

    Feel free to reach out with additional questions! 

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  • Zak Wilkowski

    I can assign a task to some users in Sell but not all of them. Why not? 

    0
  • Katie Dougherty
    Zendesk Community Team

    Hi Zak Wilkowski,

    Is the task associated with a Lead, Contact, or Deal? In other words, is the task already created on a specific page in your account?

    If so, I would make sure the user you are trying to select to be the new "Owner" of the task can view that Lead, Contact, or Deal. If someone does not have access to a record, they cannot be assigned a task on that same record. 

    I hope this helps! Let me know if you are still having trouble with a specific task :) 

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  • Zak Wilkowski

    Hi Katie, 

    The issue we face is that we have an internal Sales team that will book meetings/appointments for our Field Sales team. Due to Sell not allowing users to assign appointments to anyone but themselves, we are having to use Tasks for this purpose instead (suboptimal but it shall do for now).

    The tasks we are trying to assign are associated with both Leads and Contacts. All of the users in Sell should have full access to view and edit all Leads and Contacts but they can only see a limited list of users when trying to assign Tasks to others. 

    Is this due to how the Users are set up in the User Hierarchy? What would I need to change in order for all Users to be able to assign each other tasks? 

    Thanks, Zak

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  • Katie Dougherty
    Zendesk Community Team

    Hi Zak Wilkowski,

    You are correct that users can only assign appointments to themselves.

    If you open up your user permissions to allow visibility to all leads and contacts for all users, then yes, they should be able to assign tasks to others. However, if you want to keep the hierarchy for your users, you need to make sure the users who need to assign tasks to others have permission to view leads and contacts they don't own.

    In your current workflow, if your internal sales team creates tasks for your field sales team, your internal sales team needs to have permission to see all leads/contacts owned by your field sales team. If they can see a record owned by someone else, they should be able to create a task on that record for the owner.

    In other words, try moving the members of your internal sales team higher in your hierarchy than your field sales team. 

    Lastly, please feel free to contact our customer support team who can look into your account at specific examples so we can make sure your hierarchy is set up as you need it to be! 

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  • Zak Wilkowski

    Okay thanks. I did contact them a week ago on the issue but had no reply so I commented here also. 

    On your point about giving all users access to all Leads and Contacts, I have done this but they still see a limited list of users when assigning a task to others. I also have the internal sales team higher in the hierarchy than the Field Sales team but they still cannot assign to them. Please can you advise?

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