Tasks & Follow-ups

Tasks keep your team organized. Each task is linked to a deal and organized by due date for easy prioritization.

Tasks are grouped by urgency:

- Overdue (red)

- Today

- Tomorrow

- Next 7 days

- Next 30 days

This makes it clear what needs attention right now.

- Call: Follow-up phone call

- Meeting: Scheduled meeting or demo

- Email: Send an email

- Follow-up: General follow-up action

- Appointment: On-site visit or service appointment

- Other: Custom task type

Low, Medium, or High. High-priority tasks show a red flag icon. Filter your task list by priority to focus on what matters most.