-
Introduction to Task management and execution for AEs: Universal Task Flow
-
What are tasks and how to access them
-
The Task Flow sidebar: Organize and manage tasks with little context-switching
-
Complete tasks with efficiency to maximize your sales efforts
-
Summary with reference materials
Task management and execution for AEs: Universal Task Flow
Learn how to manage and complete your Outreach tasks without opening the full Outreach platform.
This course discusses how an AE can leverage Outreach’s Universal Task Flow to organize, manage, and complete tasks with purpose and efficiency while staying in their favorite tools of engagement.
Topics include:
- The definition and different types of tasks in Outreach
- How to use the Task Flow sidebar to organize and manage tasks without leaving the tools you use all day long
- How to leverage efficiency features in the Task Flow sidebar to maximize your sales efforts and engagement with customers
- How to manage and complete tasks in Outreach