Task Management in CRM

to create and track tasks

Set tasks and assign them to individuals or teams, specify deadlines, and track progress. Facilitates the collaboration between teams to ensure that all tasks are completed on time.

Task Management in CRM

Create Tasks to Leads in Task Management

Add a task, organize the tasks by priority, and make sure deadlines are met

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add tasks

Add Tasks

Create tasks and assign them to appropriate leads, contacts, and deals. Look at the task associated with a particular lead, contact, or deal.

task priority

Task Priority

Set priorities to the tasks according to their importance, and keep track of the ones you've completed. This feature allows you to stay on top of what's essential.

status check

Status Check

Track the status and prioritize tasks accordingly to complete them on time. Apply filters to view all overdue and high-priority tasks.

What is Task Management in CRM?

Task Management in CRM software allows businesses to create tasks, prioritize and assign them to individuals or teams. This allows for collaboration and coordination between teams, and it can help to keep track of progress and ensure that tasks are completed on time.

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