Tasks

Tasks for the basis of your sales activities.

9 articles in this collection
Written by Laxman Papineni and Luv Jain

Sequence Action on Call Task

Written by Luv Jain
Updated over a week ago

Task Filters

Written by Luv Jain
Updated over a week ago

Create a task and Set Task Priority

Create tasks and assign them to yourself or your team members.

Written by Laxman Papineni
Updated over a week ago

Run your daily tasks

Use the dashboard to run through your task list quickly.

Written by Laxman Papineni
Updated over a week ago

Snooze a task

Snooze a task to quickly postpone it a few hours, or a few days.

Written by Laxman Papineni
Updated over a week ago

Skip a task

Skip a task if you won't or can't complete it.

Written by Laxman Papineni
Updated over a week ago

Delete a task

Delete a manually-created task to remove it from your task list.

Written by Laxman Papineni
Updated over a week ago

Edit a task

Edit a task to reassign it, change its due date or description

Written by Laxman Papineni
Updated over a week ago

Manage tasks in bulk

Use bulk actions to quickly snooze, reassign, skip, delete or complete multiple tasks.

Written by Laxman Papineni
Updated over a week ago