Creating a One-Off Call Task

One-off call tasks in Outreach are separate from other sequence activities and are particularly useful when calling a specific prospect. This guide will walk you through the steps to create these tasks efficiently.

Steps to Create a One-Off Call Task

1. Access the Outreach Platform: Log in to your Outreach account.

2. Open Quick Actions Menu: Click the Actions button in the top right corner of the screen.

3. Select Task: From the Quick Actions menu, select Task.
   
   Note: Alternatively, you can add tasks to a specific Prospect or Account by navigating to the applicable Profile page and clicking the New Task icon (to-do list).

4. Configure the Task:

   • Set Task Type: Choose "Call" as the task type.
   • Complete Other Fields: Fill in the other necessary fields, including the prospect(s) you intend to call.
   • Create the Task: Click CREATE. The task will be executed as configured when it is due.
     

Tips for Managing One-Off Call Tasks

• Apply Tags or Priority Levels: If you have many one-off tasks, applying tags or different priority levels can help you filter and locate the specific prospect you wish to call.
• 🚨 Ensure Task Visibility: Remember that Orum will only pull a call task if it is Due/Past Due and assigned to you.

By following these steps, you can efficiently create one-off call tasks in Outreach, ensuring you stay organized and focused on your target prospects.