View and manage your tasks and to-dos directly from any view on your BigContacts Team Calendar. In the Task List tab you will see the most detailed view of your Task List with details such as due due, priority level and any notes that pertain to each task.
You can choose a variety of ways to be notified and reminded of the tasks that you have due each day.
Set your sales process on autopilot and have haveBigContacts remind your team to followup onOpportunities at just the right time - every time! You will never again miss another opportunity by letting it slip through the cracks. Put your sales pipeline on autopilot and let us automatically assign tasks to follow up with your prospects at exactly the right times based on what works best for your sales process. Once each day the system will assign tasks according to your specific instructions. And you can add as many different tasks as you like for each sales stage.
This report will allows you to view a variety of activity that has been generated by you and your team for any time-frame - including all of the tasks that have been assigned & completed.