Tasks for today
To complete a task scheduled for today you need to make or manually register a contact attempt with a lead from the corresponding company – via call, email, or LinkedIn message.
You can then register it as completed by clicking on MARK AS DONE and then COMPLETE. But you must first carry out the contact attempt.
Alternatively, Bloobirds will automatically mark it as completed at the end of the day. This feature proves very handy if you ever forget to MARK AS DONE an attempt.
Keep in mind that you can only complete today's cadence tasks, not future tasks.
Making an attempt
The overdue cadence tasks can be completed by carrying out an attempt today. Once completed, these will be registered as Completed overdue.
Remember that Bloobirds only shows the last overdue task for each company.
If you have carried out an attempt but have not manually clicked on Mark as done, Bloobirds will automatically mark it as done at midnight.
The overdue tasks that elapsed without an attempt, will be registered as Rejected and disappear from the list and you will not be able to complete them.
Complete overdue tasks without an attempt
As a Bloobirds administrator you can -if the Sales Manager agrees to it, allow users to mark as done overdue tasks, even if they have not carried out an attempt.
This is set in the Cadence section in Admin by disabling the Automated option.