Tasks
A list of customer management-related actions and reminders that help employees do their jobs effectively.
A list of actions and reminders related to client management that help employees perform their work efficiently. Tasks can be created by contact, company, or deal. Additionally, tasks can be used to track time spent by client, followed by invoice or costing.
To-do list
Task card
Types of tasks (reference)
Task on the contact card
All client tasks are displayed on the contact card. Tasks are similarly displayed on the company card and deal card.
