If you work in sales, you are probably aware that the workflow entails a number of activities, including prospect research, approach preparation, presentation preparation, follow-up, and closure are just a few. If you miss out on even one task, there is a good probability that you will lose a lead. Although there are various task management applications available, switching between your CRM and tasks management programmes to keep track of the activities gets challenging.

What if we told you that all of your deal-related task and lead management could be done in one place without having to switch tabs? That is right.

We are happy to introduce Tasks in CRM, a practical new tool with features built in to make sure you have everything you need to clinch that transaction, to address this issue and make it simpler for you to handle task for every lead effortlessly.

With this, you can Add a task and assign them to the right team member. Set the task’s tag and due date. Learn More

Create a task and link them to appropriate leads, contacts and deals. The task will show up when looking at a particular lead, contact or deal.

Set due dates to the tasks according to their deadlines, and then keep track of which ones you’ve completed. This feature allows you to stay on top of what’s essential. Check on the status of your tasks, and finish them on time, then mark them completed. To prioritise better, you can also sort and view all overdue, upcoming and due today tasks at one place. 

We are introducing Templates for Tasks in CRM as part of the Tasks roll-out. Templates make it simple to build a routine group of tasks with a single click and automate your workflow. For example, you can configure an automated workflow so that when a deal reaches a certain stage, a specific routine set of tasks that must be completed is automatically added to that deal. Learn More