Tasks & Calls
Tasks keep your follow-ups organised. Open the Tasks menu in the sidebar — it splits into three kinds.
Call Tasks
Every call to make or already made. The KPIs track Total, Completed, Pending, Overdue and Connected. Press the green Start button to begin dialling through them one by one. Each row shows the lead, the call title, its status and the call outcome. Tick Campaign Tasks Only to focus on campaign calls.
General Tasks
Non-call to-dos — reminders, admin, anything your team needs to do. Create one with + New Task, and filter by date, status, assignee or category.
Deal Tasks
Tasks attached to a specific deal, so follow-ups on an opportunity stay with it. Create one with + New Deal Task.
