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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.

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