Tasks / Follow-ups

Tasks / Follow-ups

What are Tasks / Follow-ups (from Accounts)?

From an account, you can create or edit a task/follow-up reminder linked to that company.

How to navigate

Accounts → More menu → Add Task / Follow-up Full list also on Tasks

Using Tasks / Follow-ups

1. Open More on an account.
2. Choose Add Task / Follow-up.
3. Set date, time, duration, type, priority, notes, and assignee when available.
4. Save the task.
5. Manage completion later from Tasks.

Features include

• Create follow-up – Schedule next contact for the account.
• Edit follow-up – Update an existing task.
• Account linkage – Task stays connected to the company.
• Calendar sync – Can sync when calendar setup is enabled.

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