Tasks

Tasks keep follow-up work visible — calls, emails, and internal to-dos tied to your sales and support process.

Task list

Open Task Management. Search, filter, and open a task to edit due date, assignee, and status. Create a task when you need a reminder that is not a lead follow-up.

Working with owners

Assign tasks to teammates who have CRM access. Unassigned work is easy to miss, so name an owner whenever you can.

Calendar

Due dates also appear on the Calendar so you can plan the week visually.