Creating Tasks
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      3. Creating Tasks

      How do I create a task for a specific segment?

      Create a task for a specific segment

      You can create tasks specifically to coordinate outreach to a specific segment of customers. 

      1. Click on Create Task on the segment you want to contact 

      2. You'll be brought to a new task, with the following fields autofilled as follows:

      Title: Contact customers from [Name of Segment: Day Created]
      Segment: A link to the list of customers to be contacted
      Tags: Outreach
      Assignees: The creator will automatically be assigned

      You can add a due date and edit any of these details from here.