Keep Track of Your Daily To-do's with our Tasks view

Enjoy every minute of selling with our intuitive, user-friendly and modern Tasks view.


Tasks helps get your day started by showing you today’s tasks, notifications and progress.


This video shows you how to:

  • Notifications. Use Tasks to check notifications and sync different apps
  • Review. Check status of tasks as well as send emails
  • Follow up. Manage tasks, follow up and add notes to customers in just a few clicks

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<Previous Video: Sales follow-up                    Next Video: Sales reports>




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