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 this week

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