Tasks
Tasks
Put the next action on the customer, not in someone's head. See what is due today and who owns it.
What you get with Tasks
Beside the record
Tasks live on the lead or customer they belong to.
Due dates you can see
Know what is overdue before the customer chases you.
Owned by someone
Assign the follow-up so it does not sit in a shared inbox.
Done is recorded
Completed work stays on the timeline for the next person.