🧰 Create Custom Types, Outcomes and Objections

Create Custom Task Types

Task types organize tasks into custom groups that can be used when filtering and prioritizing your daily to-do list. 

To create a task type:

1. Navigate to Settings
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2. Select Engage
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To create a new task type, simply click the input field and enter the name of your new task type. When you finish entering the name value, hit enter or return on your keyboard to commit the update.

Create Custom Outcomes and Objections

When you complete a task using Sidebar, you can optionally define a specific outcome and objection based on your interaction (or lack of interaction) with your prospect. Outcomes and objections can be analyzed in multiple reporting views and are helpful for understanding the disposition and potential next steps for a given prospect.

To create a new custom outcome or objection, simply click the input field and enter the name of your new outcome or objection. When you finish entering the name value, hit enter or return on your keyboard to commit the update.