Outbound Tasks

How to use this page

1. 1

   Choose your queue

   Start at Work queue. Open Outbound > Tasks on the enabled client. Choose My work or Available to claim; authorized team leads also have All assigned work. Set Campaign, Industry and Batch, then Apply filters. All assigned work also offers BDR. Times are Eastern. Changing views clears incompatible filters.

2. 2

   Claim available work

   In Available to claim, select contacts from a batch opened for self-claim, then Claim selected. Each claim permits up to 25 contacts, with a limit of 200 open contacts per BDR. Your sender and current access must qualify. Claiming starts assigned work; automatic email tasks can send when due.

3. 3

   Complete a call task

   Use Open contact, then the contact page's Open dialer when available. Complete the call and save its disposition through the normal calling flow. Return to Tasks and select Check saved call. Review the saved outcome and date, then Complete task with this call. Merely opening the contact or placing a call does not complete the task.

4. 4

   Review an email before sending

   For a due Reviewed email task, select Review email. Check To, From, Subject and the message. Send reviewed email sends the reviewed message; Cancel closes the editor. A missing recipient or assigned sender prevents sending. Automatic email tasks wait for their due time and sender checks.

5. 5

   Resolve a held task

   Read the failure beside Next action. For team leads, Retry email checks appears only for eligible failures before sending. Uncertain delivery needs investigation and saved provider evidence, not another send attempt. Ask your team lead for help with assignment or sender issues.

6. 6

   Create a sequence as a team lead

   Under Sequences and assignments, select Manage. Create or select an industry sequence, using the exact contact industry. Add Manual call, Reviewed email or Automatic email steps and their delays. Use Save sequence version. A new version applies to future assignments; existing assignments keep their saved steps and email copy. Company cleanup affects email personalization only.

7. 7

   Activate and assign deliberately

   Select an eligible campaign with automatic cadence and post-call cadence turned off and no existing cadence history. Activate workflow for this campaign and confirm. Activation alone enrolls nobody. Choose the sequence, batch, BDR and existing sender, or allow self-claim for an unassigned batch. Find matching contacts, review availability and select contacts. Assign selected requires confirmation and starts contacts at step one. Automatic email steps can send when due.

8. 8

   Manage existing assignments

   Open Manage assignment. Save assignment changes the BDR and future sender while preserving the current step and history. Pause workflow holds work; Resume workflow reactivates it subject to current checks. Stop workflow requires confirmation, preserves completed history and cannot be restarted. Close leaves the panel.

9. 9

   Review activity

   Open Activity report for recorded calls, emails and session summaries. Refresh reloads the queue; Previous and Next move through its pages.

What the buttons do

Apply filters / Refresh

Applies queue criteria or reloads the current page.

Check saved call / Complete task with this call

Reviews saved call evidence, then explicitly completes that task.

Review email / Send reviewed email

Opens the composer, then sends the reviewed task email.

Manage / Close setup

Opens or closes authorized team-lead setup under Sequences and assignments.

Activity report

Opens the related outbound report.

Common questions