Tasks help you track daily work. Create tasks for yourself or your team.
Click "Add Task" on the tasks page. Enter title, description, and due date.
Specify who will do the task (you or a salesman). You can assign to multiple.
Link the task to a specific lead to track follow-up.
The calendar displays all your appointments and tasks visually.
Choose between day, week, and month view. Each view is useful as needed.
Click on a time in the calendar to create a new appointment with a lead.
Link Google Calendar to sync all your appointments in one place.
Automation lets you create rules that work automatically.
Choose "trigger" (e.g., new lead) and "action" (e.g., send message).