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.