Email to Task Conversion and Prioritization Template

More sales templates

Streamline your sales process by converting emails into actionable tasks with this template. Designed for Sales and Process Managers in the Oil & Gas Services industry, this project ensures that no sales opportunity is overlooked by effectively managing and prioritizing email communications.

With step-by-step tasks, this template guides you through setting up email integration, developing processing rules, prioritizing tasks based on sales impact, and training your sales team. Monitor the process and make necessary adjustments to maximize efficiency and sales outcomes.

Get this template on priority matrix

Email to Task Conversion and Prioritization for Priority Matrix

Email to Task Conversion and Prioritization in Priority Matrix

Convert emails into tasks to ensure no sales opportunity is missed.

You can start using Email to Task Conversion and Prioritization or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Impact, Quick Wins

  • Task 1 due in 1 day: Set up email integration with Priority Matrix
    ☐ Connect email account with Priority Matrix ☐ Test email-to-task feature
  • Task 2 due in 3 days: Develop email processing rules
    ☐ Identify common types of emails ☐ Create processing rules for each type
  • Task 8 due in 2.5 months: Track sales opportunities generated from email tasks
    ☐ Identify sales opportunities from tasks ☐ Track progress of these opportunities

High Impact, Long Term

  • Task 3 due in 1 week: Prioritize tasks based on sales opportunities
    ☐ Review converted tasks ☐ Assign priority based on potential sales impact
  • Task 5 due in 1 month: Train sales team to use Priority Matrix
    ☐ Develop training materials ☐ Conduct training sessions
  • Task 9 due in 3 months: Evaluate impact of Priority Matrix on sales
    ☐ Analyze sales data ☐ Determine impact of Priority Matrix on sales

Low Impact, Quick Wins

  • Task 4 due in 2 weeks: Review and adjust email processing rules
    ☐ Review effectiveness of current rules ☐ Adjust rules as necessary
  • Task 10 due in 3.5 months: Refine email-to-task conversion process
    ☐ Identify areas for improvement ☐ Implement changes

Low Impact, Long Term

  • Task 6 due in 1.5 months: Monitor email-to-task conversion process
    ☐ Regularly check conversion process ☐ Resolve any issues that arise
  • Task 7 due in 2 months: Review and adjust task prioritization process
    ☐ Review effectiveness of current prioritization ☐ Adjust process as necessary