View & Manage Tasks

Get all the details you need on all tasks, including overdue, upcoming, completed, skipped, and paused.
Written by Upscale
Updated 4 months ago

Tasks are the daily to-dos or activities involved in your sales prospecting. With a multi-channel strategy, you can execute tasks expected to lead to conversations. 

To view and manage your tasks: 

  • Go to Tasks 
  • By default, you will see All Tasks 
  • You can filter Due, Upcoming, Completed, Skipped, and Paused tasks

  • You can also view your total number of tasks during the entire prospecting processs under All, Due, and Upcoming Tasks. 

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