Tasks

Tasks are to-do items for your team — follow-up calls, outstanding actions, anything that needs doing as part of managing your pipeline.

Create a task

  1. Go to CRM → Tasks.
  2. Click Add Task.
  3. Enter the task description.
  4. Set a due date.
  5. Link it to an organisation, contact, or deal if relevant.
  6. Save.

Complete a task

  1. Open the task from CRM → Tasks.
  2. Click Mark complete.

Find a task

  1. Go to CRM → Tasks.
  2. Use the filters to view open tasks, completed tasks, or tasks by due date.

Things to know

  • Tasks can be linked to organisations, contacts, and deals so they appear in context wherever they are relevant.
  • Overdue tasks are visible in the task list.

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Interactions

Interactions are the log of your team's activity with organisations and contacts — calls, emails, meetings, and any other touchpoints. Logging interactions keep

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Related articles

Managing Deals

The CRM pipeline tracks opportunities from first contact through to a signed deal.

Organisations

Organisations are the companies and entities your team works with — clients, venues, suppliers, partners, and prospects. Each organisation holds contact details

Contacts

Contacts are the individual people your team deals with. Each contact can be linked to an organisation and has their own record of interactions and notes.

Interactions

Interactions are the log of your team's activity with organisations and contacts — calls, emails, meetings, and any other touchpoints. Logging interactions keep