Staying organized and on top of your tasks is a breeze! With fun and intuitive features, you can effortlessly manage both your tasks and your team’s tasks.
Managing your tasks
Click on "My Work"
Click on "My Tasks"
Click on the box next to each task to mark it as complete. Once the task has been marked as complete make sure to click the "Log Activity" button to log the completed task on the contact profile.
Managing your team's tasks
Click on "Tasks".
You can narrow all tasks by task status, task type, and user.
