Task Management

to create and track tasks

Add tasks and assign them to the right team member. Set the task’s type, due date and category, and associate the tasks to appropriate leads, contacts.

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Task Management

Add and Manage Tasks of a Lead or a Deal

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

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add tasks

Add Tasks

Create tasks, assign them to appropriate leads, contacts and deals. The task will show up when looking at a particular lead, contact or deal.

task priority

Task Priority

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

status check

Status Check

Check on the status of your tasks, and finish them on time, then move them to the completed list. To prioritize better, you can also filter and view all overdue and high-priority tasks in one place.

What is Task Management in CRM?

Task management is the process of tracking, organizing, prioritizing and delegating task. Task management in CRM software is the process of tracking ongoing tasks and assigning them to specific individuals or groups. With this system, employees can collaborate with other team members to complete ongoing tasks contact specific lead or contact.

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