Creating a New Task
Natalie Notley
49 steps
2 minutes
Stubbenedge
Google
1
Click this icon.
2
Click "Tasks"
3
Click "Create New Task"
4
Click the "Enter name" field.
5
Type name of task
6
Select source of task from options.
7
Click the "Select pipeline" field.
8
Select pipeline from options, or start to type name of pipeline
9
Select the required pipeline stage
10
Click this date field.
11
Select the level of confidence (there's a tool tip to help you)
12
Select the relevant client type, relevant to this task, from the list
13
Select from the ''Next steps'' options.
14
Select a priority and add a description if wanted
15
If you have products relevant to this opportunity, Click "Add product"
16
Select from the options. ''Insurance'' will display all products available as buy journeys from Marketplace
17
Select from the list of products, you will need to repeat this step for each relevant product
18
Click the "Enter value" field.
19
Type estimated policy amount, if known
20
Select from the options
21
Click the "Enter value" field.
22
Enter estimated GWP, or value relevant to the opportunity
23
Click "Done"
24
To add additional products, Click "Add product"
25
Click this dropdown.
26
To add an opportunity for a product not yet set up on Marketplace, select the " Other" option.
27
Select the " Other" option.
28
Click the "Enter value" field.
29
Type estimated policy count
30
Click the "Please type other" field.
31
Type the name of the product you want to record to this opportunity
32
Select from the options.
33
Click the "Enter value" field.
34
Type estimated GWP or value of the opportunity
35
If you want to add a cost of sale, Click here.
36
Select from the options.
37
Click the "Enter value" field.
38
Type the cost of sale
39
Click "Done"
40
To link to an existing contact, or create a new contact, Click here.
41
Click the "Start typing..." field.
42
Select the contact type, this will usually be a company
43
If selecting from an existing contact, start to type the name
44
Choose from the list provided
45
Click the "Select team" field.
46
Click the "Select team" field.
47
Select the team you want from the list
48
Select the team member you want from the list
49
Click "Next"
Creating a New Task
Natalie Notley
49 steps
2 minutes
Stubbenedge
Google
1
Click this icon.
2
Click "Tasks"
3
Click "Create New Task"
4
Click the "Enter name" field.
5
Type name of task
6
Select source of task from options.
7
Click the "Select pipeline" field.
8
Select pipeline from options, or start to type name of pipeline
9
Select the required pipeline stage
10
Click this date field.
11
Select the level of confidence (there's a tool tip to help you)
12
Select the relevant client type, relevant to this task, from the list
13
Select from the ''Next steps'' options.
14
Select a priority and add a description if wanted
15
If you have products relevant to this opportunity, Click "Add product"
16
Select from the options. ''Insurance'' will display all products available as buy journeys from Marketplace
17
Select from the list of products, you will need to repeat this step for each relevant product
18
Click the "Enter value" field.
19
Type estimated policy amount, if known
20
Select from the options
21
Click the "Enter value" field.
22
Enter estimated GWP, or value relevant to the opportunity
23
Click "Done"
24
To add additional products, Click "Add product"
25
Click this dropdown.
26
To add an opportunity for a product not yet set up on Marketplace, select the " Other" option.
27
Select the " Other" option.
28
Click the "Enter value" field.
29
Type estimated policy count
30
Click the "Please type other" field.
31
Type the name of the product you want to record to this opportunity
32
Select from the options.
33
Click the "Enter value" field.
34
Type estimated GWP or value of the opportunity
35
If you want to add a cost of sale, Click here.
36
Select from the options.
37
Click the "Enter value" field.
38
Type the cost of sale
39
Click "Done"
40
To link to an existing contact, or create a new contact, Click here.
41
Click the "Start typing..." field.
42
Select the contact type, this will usually be a company
43
If selecting from an existing contact, start to type the name
44
Choose from the list provided
45
Click the "Select team" field.
46
Click the "Select team" field.
47
Select the team you want from the list
48
Select the team member you want from the list
49
Click "Next"
