Create a New Task

4 min

Introduction

Creating sales tasks enables you to monitor your efforts in acquiring new customers or enhancing operations with existing customers.

By utilizing task scheduling and reminder features, you can effectively manage your daily workload, benefiting both yourself and your organization.

Conditions

In order to create a task, you must hold a role within the sales department that grants you access to the Sales Dashboard.

Guided steps

What I learned

Tasks can be generated for both lead and existing clients.

Setting reminders during task creation facilitates a smoother workflow but it is not mandatory.Access to the system is restricted to individuals who are affiliated with the sales department.