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Creating One Off Tasks within Orum
Updated 5 months ago

Subject: This article discusses how to create a one-off follow-up task right in Orum.

Note: Creation of One-Off tasks is Orum is unique to SalesLoft and Outreach integrations only!

 


  1. Navigate to Orums dialer page.

  2. Open up the prospect details on the dialer page for the prospect you would like to create the one-off task for.

  3. The button to create the one-off task for the prospect lives right next to the “call prospect” option in the top right corner of your view.

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