MEJ Sales AI

Today’s discussion centers around the task tab in the Sales AI platform, focusing on the process of creating and assigning tasks to specific users within particular departments. To initiate the creation of a task, one must utilize the “create” function and input various details. These details encompass the task’s name, stage (e.g., development, founding), start and end dates, associated branch, assigned user, task priority, and task type. Additionally, there’s an option to attach files and provide a task description for clarity.

Upon completion of these steps and clicking “save,” the task is created within the Sales AI platform. Furthermore, the platform offers features such as task export, review, list view, and chat functionality for efficient task management. This tutorial aims to provide comprehensive insights into task creation and management within Sales AI, empowering users to effectively navigate these processes. Thank you for tuning in!

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