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Intro to Task Dashboard

89 views· 3:45· Jul 3, 2025

Welcome to Unify University 🎓 | Unify 201: Intro to Task Dashboard In this video, you’ll learn how to navigate the Task Dashboard—your center for tracking and completing manual steps across your outbound sequences. You’ll learn how to: ✅ Use filters and views to monitor rep activity as a manager ✅ Work through tasks efficiently as a sales rep, including batching by task type ✅ Leverage the AI Research tab for smarter, more contextual cold calls and emails ✅ Reply directly to prospect emails from within the dashboard—complete with sentiment analysis Whether you’re a sales rep executing tasks or a manager overseeing pipeline momentum, the Task Dashboard keeps your workflow structured, accountable, and efficient. Follow: @Unifygtm Don’t forget to like, comment, and subscribe! :)

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