Custom Tasks

Don’t Count on Your Memory

One of the most difficult aspects to managing sales leads is remembering all the little things along the process. Follow-up phone calls, appointments, and steps of your sales process are all easy to forget without reminders.

Create Custom tasks to remind you of everything you need to do, so leads don’t slip through the cracks.

Task Calendar Options

See all of your tasks in an easy-to-read calendar grid. Each task is a link that takes you to a list view of the same task calendar. This list contains all of your upcoming tasks. To avoid getting overwhelmed, The Task List can be filtered to show completed tasks, incomplete tasks, tasks for a certain user, tasks divided into types, only today’s tasks, any combination thereof, and many others.

While your sales reps manage a long list of leads, it becomes difficult to remember each task to close a sale. That’s where the task calendar comes into play. Use the calendar to set up and keep as many appointments, follow-ups as you need for your sales team. Enable each user to manage her own calendar and simply keep checking to see what has been accomplished along the way.

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