What it is
A next step is a task outside the cadence that is created manually by the user.
These tasks can be very specific, for instance send a message to ask the lead about the content you shared on LinkedIn.
To always keep track of the companies you are prospecting, make sure you create at least one custom task before the cadence ends.
Otherwise the company will disappear from your On cadence tab and will go to Inactive. However if you have tasks scheduled into the future, these will sow on Scheduled.
How does it work
Create a next step
To create a custom task, go to the company view and click on the Task icon.
A form will pop up where you can fill the task information: name, scheduled date and lead. Click on SAVE.
Bloobirds offers you the possibility to save it on your calendar.
Follow up on it
The task will be registered and you will be able to see it on the cadence board.
And also on the Prospect section under the tab Scheduled, if it is taking place over the next 7 days.
Tasks can be edited and marked as done anytime.
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