Task Management for Sales Reps

to create and assign tasks

Create tasks and allocate them to salespeople. Set the task owner, due date, and add notes for each, then assign it for each prospect and contact them directly.

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Task Management for Sales Reps

Create Tasks for Sales Reps

Add a task, organize the tasks by assigning owners and make sure that timelines are fulfilled efficiently.

task management leave note
create tasks

Create Tasks

Add tasks for various projects. Contact prospects, and track the status for each task. Keep your entire team updated & conatct prospects accordingly.

assign tasks

Assign Tasks

Assign the tasks according to their importance, keep track of which ones you've completed. This feature allows you to stay on top of what's essential.

 check status

Check Status

Check on the status of tasks, and finish them on time, then move them to the completed list. To prioritize better, you can also filter and view all overdue tasks & finifh them first.

What is Task Management?

Task management is the process of tracking, organizing, prioritizing and delegating a task. Task management in CRM software tracks ongoing tasks and assign them to specific individuals or groups. With this system, employees can collaborate with other team members to complete ongoing tasks contact a particular lead or contact.

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