Task

Recurring Tasks

Task Management

Managing Internal Team Tasks

Your CRM includes a dedicated task management system that allows you to create and assign work items directly to team members, independent of any specific client or contact. This feature is ideal for

Managing Tasks for Contacts and Opportunities

What is Unified Task Management? The CRM provides a single, consistent system for creating and managing tasks from both the Contacts and Opportunities modules. This means you can handle all your to-do

Linking Tasks to Multiple Records

Keep your team coordinated by connecting a single task to multiple records within your CRM. This feature allows you to associate one task with up to ten contacts, ten opportunities, ten companies, and

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