What is a Task?

The CRM tasks feature allows you to create reminders in your customer accounts that sync with your calendar. This also helps structure your sales activities and reporting as you manage “up” for executive transparency. You can set up tasks for yourself or assign them to one of your team, and also send an email reminder. You can set up recurring tasks, maybe flagging an expiry date or a 6-weekly courtesy call.

Once a task is completed it will automatically be added to the activities timeline in your customer account. Outstanding tasks are displayed by your CRM so you’ll always know the next communication and activity and when it’s due.