If you are connected to Salesforce, you'll also have additional fields in To-do and Call task windows. You can choose which fields will appear for each task types (to-do task or call task) in your CRM Settings page. If you are connected to Salesforce, you'll see your To-do and Call tasks that you create, edit, and complete sync to Salesforce (Be sure to check the box next to Sync Mixmax Tasks in Salesforce here). Call tasksĬall tasks allow you make and log calls using the Mixmax dialer.
MIXMAX STATUS OFFLINE
This can be an offline action such as sending your client a thank you card, or taking an action in another application. To-Do tasks are general to-do items that need action outside of Mixmax. If a task is a part of a sequence and is marked as complete it will progress the recipient to the next stage of the sequence. If a task is a part of a sequence and it is deleted it will exit the recipient from the sequence Types of tasks You can also bulk resolve todo tasks by using the checkboxes on the left hand of the Tasks page and either marking them as complete or delete them. You can complete individual tasks from the Tasks page of the Mixmax web app by selecting the check mark in the “Status” column. To delete a task, click the trash icon in the bottom-right corner of the task window. To mark a task complete, click the check mark in the upper-left corner of the task window.
![mixmax status mixmax status](https://images.namanmodi.com/wp-content/uploads/2020/05/16122228/2-3.png)
We display the first 25 by default, if you are looking for a different task scroll to the bottom and select Load More.Īfter the task has been created and saved, you can click on the task to re-open the pop-up window and edit the task.
![mixmax status mixmax status](https://d33v4339jhl8k0.cloudfront.net/docs/assets/5727c291c69791092313013f/images/606d50e14466ce6ddc5f1efd/file-yw3hoebrAF.png)
To find tasks which you’ve already completed you can toggle on the right, which will show all completed tasks you have. To remove any filters you’ve set you can either manually change them within each filter or select Reset Filters on the left hand above the Task list. Alternatively you can scroll through the list of sequences to find the one you want. You can search for the sequence of your choice by selecting “Search for a Sequence” and entering your sequence’s name. Sequence - This will list all sequences you have access to that are not archived in your workspace.
MIXMAX STATUS MANUAL
We currently can filter on: Call, Manual Email, To-do, Linkedin Connection, Linkedin InMail task types
![mixmax status mixmax status](https://d33v4339jhl8k0.cloudfront.net/docs/assets/5727c291c69791092313013f/images/5b60e8980428631d7a8985d6/file-mdbc3DfvYt.png)
![mixmax status mixmax status](https://d33v4339jhl8k0.cloudfront.net/docs/assets/5727c291c69791092313013f/images/6034386424d2d21e45ed9042/file-mQL6EOylK0.png)
In the task pop-up window, write a title for your task, and fill in any required fields. Choose whether you want to create an Email task, T o-do task, or a Call task. To access Tasks, go to the Tasks Dashboard in the Mixmax web app, or the tasks tab of the Mixmax sidebar in Gmail.Ĭreate a new task by clicking New Task in the top left corner. Tasks are available on the Enterprise plan - contact sales to learn more. You can add tasks to sequences, rules, create individual tasks, complete tasks from Gmail, and efficiently churn through a batch of tasks. Tasks are action items that help you prioritize and track what you need to get done on a day-to-day basis.