How do I use follow-up tasks?

Tasks help you never drop a sales action: calls, emails, reminders… You can link a task to a contact and/or a proposal, and see them all together under «Tasks».

1. 1Create a task from a contact's or a proposal's «Tasks» tab.
2. 2Pick the type (call, email, WhatsApp, meeting…), the date and the assignee.
3. 3Turn on the reminder to get an email on the task's day.
4. 4The «Tasks» menu is your team's agenda: sort by date and filter by «due today», by type or by advisor.
5. 5Mark a task done from anywhere: it updates on the contact, the proposal and the agenda at once (it's a single task).

Consejo: Your tasks due today also appear on the dashboard and in the notifications bell, so nothing slips through.