If you’re tired of sales tasks slipping through the cracks or your team playing “who’s on first” with follow-ups, this guide is for you. We’re going to break down exactly how to assign and track sales tasks using SureConnect, so your team can stop guessing and start closing. Whether you’re a sales manager wrangling a team, or a rep trying to keep your own pipeline straight, this is the nuts-and-bolts walkthrough you actually need.
1. Get the Basics Right: Setup That Saves Headaches
Before you even think about assigning tasks, make sure you’ve got the basics in order. SureConnect is a CRM that tries to keep things simple, but like any tool, it’s only as good as the setup.
Checklist:
- Every team member has their own login (don’t share logins, it just gets messy).
- Roles and permissions are set so people only see what they need.
- Your sales pipeline stages are set up to match how you actually work — don’t accept the default if it doesn’t fit.
- Custom fields are created for stuff your team tracks (like product lines, regions, deal sizes).
Pro tip: If your pipeline in SureConnect looks nothing like your real-world process, fix that first. No software can save you from a bad process.
2. Assigning Sales Tasks: Step by Step
Now, let’s get into the meat of it. Assigning tasks in SureConnect isn’t rocket science, but you can shoot yourself in the foot if you do it wrong.
Step 1: Find or Create the Right Record
- Navigate to the deal, contact, or account you want to create a task for.
- Not sure where to start? Use the global search — it’s faster than clicking around.
Step 2: Add a Task
- Look for the “Tasks” or “Activities” tab (SureConnect sometimes calls them Activities, but same idea).
- Click “Add Task” or the plus (+) button.
Key fields to fill out: - Task name: Be specific (“Call John about contract” > “Follow up”). - Due date & time: Set a real deadline, not just “someday.” - Task type: Call, email, meeting, etc. — helps with reporting later. - Assigned to: Choose yourself or another team member. - Notes: Add details — context saves time later.
Don’t overthink it: You don’t need to fill out every single field. The goal is clarity, not bureaucracy.
Step 3: Assign the Task
- If you’re a manager, assign tasks to reps directly.
- If you’re a rep, assign tasks to yourself as you work deals.
- For shared leads or tough deals, you can assign the same task to multiple people — just be clear who’s responsible.
What works: Assigning tasks at the moment you realize something needs doing. Don’t trust your memory (or sticky notes).
What doesn’t: Assigning vague tasks like “check in” with no due date or details. That’s how things get dropped.
3. Tracking Sales Tasks: Actually Knowing What’s Happening
Assigning is just half the battle. Here’s how you actually keep track of what’s going on.
Step 1: Use the Task List or Dashboard
- Head to the “Tasks” or “Activities” dashboard in SureConnect.
- Filter by:
- Assigned to (see your own, your team’s, or specific reps)
- Due date (what’s overdue, due today, this week, etc.)
- Task type (calls, emails, demos)
Keep it simple: Don’t get lost building fancy custom reports unless you really need to. The default views usually cover 90% of needs.
Step 2: Update Status as You Go
- Mark tasks as complete right after you do them. (Yes, really. Don’t wait until Friday.)
- If something changes, update the due date or reassign as needed.
- Add notes — future you (or your boss) will thank you.
Pro tip: If you notice tasks piling up incomplete, it’s usually a sign of: - Tasks being too vague or too big (break them down) - Too many tasks assigned to one person (spread the load) - Tasks that don’t matter (delete them)
Step 3: Use Notifications (But Don’t Drown in Them)
SureConnect can ping you when a task is due or assigned — just make sure your notification settings aren’t set to “annoying.”
- Set email or in-app alerts for tasks due today or overdue.
- Turn off notifications for stuff you don’t care about or you’ll start ignoring all of them.
4. Team Collaboration: Making Tasks Work for Everyone
Sales is a team sport. SureConnect’s task features can help, but only if you use them right.
How to avoid chaos:
- Have a team agreement: What counts as a “task”? When should you assign vs. just Slack/DM someone?
- Use comments for context: If you reassign a task, leave a note explaining why.
- Don’t assign tasks you wouldn’t do yourself: If it’s busywork, automate or skip it.
Best Practices
- Daily standups: Have everyone pull up their SureConnect task list so nothing slips.
- Weekly reviews: Look for overdue or “stuck” tasks and address them together.
- Celebrate wins: When a tricky task gets done, call it out. A bit of recognition helps.
What’s overrated: Endless status meetings. If the task tracking is up-to-date, you shouldn’t need them.
5. Reporting and Accountability: Don’t Just Track for Tracking’s Sake
Managers love reports. Reps, not so much. Here’s how to make SureConnect’s tracking work for both:
- For managers: Use the task completion reports to spot bottlenecks (not just to micromanage).
- For reps: Use your own task view to stay organized — not just to “check the box” for your boss.
- For everyone: If a task lingers for weeks, ask why. Is it not important? Is someone overloaded?
Ignore: Vanity metrics like “total tasks created.” Focus on meaningful activity — calls made, meetings held, deals moved forward.
6. What to Skip and What to Automate
Don’t fall for the trap of tracking everything just because you can.
Skip: - Assigning tasks for obvious next steps (“send contract” after verbal yes — just do it). - Duplicating tasks across deals — if it’s always the same, make a template or workflow.
Automate: - Set up recurring tasks (monthly check-ins, quarterly reviews). - Use integrations (like with your email/calendar) so tasks show up where you actually work.
What doesn’t work: Relying on manual entry for everything. The more you automate, the less you’ll forget.
7. Troubleshooting: When Tasks Go Sideways
Even with the best system, things break down. Here’s what to watch for:
- Too many overdue tasks: Revisit your process. Are you over-assigning? Are tasks too vague?
- People ignoring tasks: Maybe the notifications are overwhelming — or maybe the tasks aren’t useful.
- Duplicate tasks: Clean up your templates and watch for accidental double-ups.
Quick fixes: - Prune old or irrelevant tasks weekly. - Clarify who owns each task, especially when multiple people are involved.
Keep It Simple, Adjust as You Go
Sales teams get bogged down when their tools become a second job. Use SureConnect’s task features to make things clearer, not more complicated. Start simple: assign clear, actionable tasks, update them as you go, and check in with your team weekly. If something feels like busywork, tweak or drop it. The goal isn’t to have the most beautiful task list — it’s to close more deals (and keep your sanity).
Now go try it out, and don’t be afraid to adjust as your team learns what works.