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Sales Automation

Task and Activity Management

Automate the assignment and tracking of work

Automated task and activity notification can be triggered to ensure work gets assigned to the right people while allowing sellers and managers to stay focused on selling. The system tracks and monitors activities, emails, and assignments given to other staff, and can also create To-Do’s and Task lists for sellers and partners.

task management software

Manage and Report on Tasks

Relate tasks to opportunities, leads, accounts, and contacts, and let the system track and monitor the status. Tasks are a powerful tool to help you track your work and close deals and can be created for partners, too.

Create, update, and monitor your own tasks, tasks delegated to others, and tasks on an opportunity, a lead, an account, or a contact. Use the Home page, the task list, or track tasks in reports.

activity management tools
ECM Taxonomy Terms: 
Sales Automation
Sales Automation
CRM