See what is due today

Tasks · 30 seconds · Agent

You know which tasks need your attention.

English narration and visible captions. The tutorial uses fictional people and records in a demo agency.

Try it

1. Open Tasks and select Today.
2. Review the Overdue and Today groups.
3. Open a task to check its due time and related record.
4. Open the related lead to see the enquiry context.
5. Select Upcoming to look ahead.

Transcript

Use Tasks to see what needs your attention. Open Today and look at the overdue and today groups. Choose a task to check its due time and linked record. You can see the follow-up beside the enquiry it belongs to. Upcoming tasks help you look ahead without mixing them with today's work.

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