Tasks

The Tasks section allows you to create, assign, and manage activities that help move your contacts through the sales or customer lifecycle.

Whether it’s a follow-up call, an email reply, or a scheduled meeting, each task can be linked to a contact or campaign.

You can assign tasks to different team members, set deadlines, add notes, and track completion status.

This functionality supports efficient team collaboration and ensures that nothing falls through the cracks. It helps sales and support teams stay on top of their workflows and enhances accountability across your organization.