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Sales & CRM

Tasks

Organize follow-ups and team to-dos linked to your leads.

Creating tasks

  1. 1In the side menu, go to Tasks.
  2. 2Click "New task", describe what needs to be done and set the due date.
  3. 3Link the task to a lead to keep the context, it also shows up in the lead's details.

Tracking

Mark tasks as done when finished and use the filters to see what is pending, overdue or completed.

Tip: Create a follow-up task whenever a lead says "let's talk later", that's where most sales are lost.

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