Tasks
Every client follow-up in one place: overdue, today and upcoming.
CRM → Tasks collects everything you need to do for a client by a certain time: "send the payment plan", "call him when he's back from travel", "send photos of the other unit".
Tabs
| Tab | What's in it |
|---|---|
| Overdue | Past their due time and not done |
| Today | Due today |
| Upcoming | Due after today |
| Done | Completed, with when they were done |
Choose My tasks to see only yours, or All tasks to see the whole team's, with each task owner's avatar.
Add a task
- Click Add task.
- Pick the Lead (search by name, phone or area).
- Write the Task, e.g. "send the payment plan".
- Pick Due: a day and time.
- Click Add task.
The task is assigned to whoever created it, and shows in the lead's activity and on the Tasks page.
Complete a task
Tick the task and you'll see "Nice, task done"; it moves to Done. Ticked by mistake? Untick it under Done. Open lead takes you straight to the lead page.
Start your day with tasks
Today's and overdue tasks also show on the Overview under Tasks due today & overdue. Dashboard tour
Sales agents
Sales agents see their own tasks and tasks on qualified leads, and can add tasks to qualified leads.