- Quick task creation for lead, member or order
- Tasks management page that let overview all tasks in one place.
- Mark tasks as done or cancelled. cancellation will require supplying reason.
- Define tasks that will be created automatically as part of a trigger. (e.g. when lead status is changed to "price quote delivered", create task to get back to the customer whitin a week.)
- Task assignee notification upon assignment and due date expiration.
Tasks
Automated reminders and todo lists
Add and complete tasks that need to be done for each lead, customer or order.