Tasks in eMax allow you to send reminder emails to yourself and other users in your system to remind them of certain tasks they must perform to help move your lead through the Pipeline. If you would like to add a new Task, please click on the “Workflow” tab and then “Task Types. You then simply click the “Add Task” link on the upper right hand corner.
After clicking the link, you will be brought to this page:
You will see several fields to fill out. They are as follows.
Fill out the task the way you want it to be set up, and hit “Save”.
The task we have created will be assigned to the Owner whenever the “Contacted” sales status is set. The owner will be asked to send a packet to the lead, and they will get an email notification 15 minutes before the task is due, which will be five days after the task was created. This is also a required task, so they must fulfill the request. When the task is created, you will now see it on the “Task Types” page.
If you need to make a change to any task, it as simple as clicking on the name of the task and making the changes you want. Once you hit save, they will be reflected on the “Task Types” page.
If you have more than one task you would like to add, you can use the “Batch Add” link. It will take you to this page:
To have the alert triggered, you will need to open a candidate profile and click on the “Sales Activity” tab.
You will want to check the box next to the “Status” that the task is connected to. This will populate the “Due Date” allowing the alert to be sent to the selected person.
Press the “Save” button when you are done.
Help Desk Hint: If a broker does not receive an alert for a task, please verify first that both the “Notification” and “# of Days Until Due” fields have data in them. If those are populated, please have the broker verify they are signed up to receive task in their “Users Settings” and that they have a “Time Zone” set in their settings as well. This can be accessed in the upper right hand corner of the system.
If they click on that link, they will be taken to a page where they can manage their settings. They will need to make sure that the “Task Email Alerts” checkbox is selected.
If that box is not checked, they will not receive the notifications at all. If that is also checked and they still have not received a notification, please have them look in their SPAM or Junk folders, as alerts can land there. Finally, if all those possibilities have been checked, please have your IT department verify that the “*.emaximation.com” is whitelisted. Once all of these have been verified, please contact the Help Desk .