Foster Collaborative Teamwork for Efficient Task Management

Integrate task management with customer management

Link task management to current and potential customer management for better coordination.

Perform customer and opportunity specific tasking

Implement customer-linked task management processes for ongoing sales projects, and perform opportunity-based task management.

Manage tasks with tags.

Coordinate marketing and sales teams

• Set task deadlines and reminders.
• Tag tasks, attach documents and add comments to tasks.
• Monitor tasks and review task history.

Create task lists

Create subject-based task lists and assign teams and guest users to them.