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Notes and Tasks

Notes and tasks represent simple, yet powerful, collaboration tools. Notes provide valuable supplementary information about processes or records, while tasks communicate required actions to other team members. Knowing what tasks are pending and the status of tasks they initiated helps your team more efficiently plan their activities.

Better relationships: Notes attached to customer or prospect records help your team coordinate service and build better relationships with your customers.

Improved planning: The task overview gives your team the ability to easily switch between the pending tasks and tasks they initiated to identify priorities and current statuses, and plan their daily activities accordingly.

Customization: Notes and tasks are already incorporated in many standard dashboards and can easily be added to custom dashboards for a more comprehensive overview.


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