Where do my sales tasks go?


As we mentioned in previous articles, Bloobirds offers you the sales cycle, which means you can do the prospecting and turn the lead into a customer (stage) on our platform by making a sale. This entails working with a new object: the opportunity. So, from now on you'll be able to work in the prospect and the sales tab.

When prospecting leads, objects and/or opportunities labeled as sales, it's recommended to have set cadences for them all. However, there are some tasks that can be manually scheduled.

And that's what this tab is about: shows all the tasks regardless of their type as long as they are in the sales stage.



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