Introduction
This training walks through completing a task in SalesRevv, from opening it in the Tasks tab to logging what happened and marking it done.
Finding Your Tasks
Go to the Tasks tab and work through your Due column.
Each task tells you exactly what to do and who it's for, along with its priority, when it's due, who created it (if anyone) and any other details.
Learn more: 📘 SalesRevv Training: Tasks Overview
Completing a Task
For example, say you have a Lost Sheep phone call task. Here's how to complete it:
Read the task and its script so you know what you're calling about.
Click the client's name or the task's action, such as Pipeline Outreach Phone Call. This opens the client's full profile.
Check the upper-left corner. The task you need to complete and its script are shown there, in case you need a reminder.
Make the call. If you use SalesRevv VoIP, open the Call Log tab and call the number from there.
Log the call. Write what happened. For example: Spoke with the client. She was out of town, and I booked her next session for next week.
Click Save & Finish Task.
Your call log is added to the client's engagement history with your name on it. Back in the Tasks tab, the task is no longer in the Due column, because it's marked complete.
Important: When the call comes from a task, click Save & Finish Task, not just Save Log. Saving the log alone won't complete the task.
Why Logging Matters
The most important thing your team can do when completing tasks is log them, especially every phone call.
Your team stays informed. Anyone can see what's happened with a client.
Hailee gets smarter. Your AI Assistant uses your call logs in future conversations, so the more your team logs, the better she knows each client.
Pro Tip: Make reading the task, completing the action and logging the result a habit for every task. It sets your AI Assistant up for success.