Task Management
Stay organized with tasks, reminders, and follow-ups. Learn how to create tasks, set priorities, filter by status, use the task dashboard, and never miss an important follow-up with your leads.
Creating Tasks
Create tasks and reminders to never miss a follow-up. Learn how to set up tasks, assign them to leads, set due dates, and ensure every important action gets completed.
Completing Tasks
Mark tasks as complete, track progress, and manage your task workflow efficiently. Learn how to update task statuses, view completed tasks, and maintain productivity.
Using the Task Dashboard
Navigate and use the dedicated tasks page to manage all your tasks. Learn how to view, filter, prioritize, and organize tasks across all your leads.
Task Priorities
Set and manage task priorities to focus on what matters most. Learn how to assign priority levels, filter by priority, and ensure high-priority follow-ups never get missed.
Task Filters
Filter and search tasks to find exactly what you need. Use advanced filters to find tasks by status, priority, due date, or assigned lead to stay organized and productive.