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"
You may use the "Filter" to sort by particular Tasks by the Contact this task is in relation to, the type of Task, the Sales person responsible for executing the task, or the status of the task:
Use the drop down next to a particular task to mark it as Completed, edit the task details itself, or delete the task all together.
After closing a task, you will see the "Status" column change to "Closed"
Selecting "Edit" from the drop down will allow you to adjust the details of that particular task:
Managing your team's tasks
Click on "Tasks".
You can narrow all tasks by task status, task type, and user.
