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TASKS

Tasks & Today view

Due today, overdue, next-step workflow. Your team sees what needs attention right now — no dropped follow-up.

Follow-up that flows

+ Task before you close the record. Today view surfaces what's due. Missed call? ALTITUDE texts them back.

OPEN FOLLOW-UPS

  • Sarah Chen

    Next: Send proposal

    Today

  • Marcus Webb

    Next: Check in re: budget

    Tomorrow

  • Priya Anand

    Next: Demo follow-up

    In 2 days

Add Lead · + Task · Schedule · Open lead

No dropped follow-up

Operational simplicity. Tasks flow from Pipeline. Today view keeps your team on track.

Due today, overdue — surfaced

Tasks appear in Today view. Overdue items get attention. No more buried to-dos.

Next step on every lead

Set the task in Pipeline — "Call back Tuesday 3:30pm." It flows to Tasks. One place to act.

Missed call? Auto-text

ALTITUDE detects missed calls and sends a personalized follow-up text. They get a reply in seconds.

Open follow-ups at a glance

See who's due this week. Hot items highlighted. Add Lead · + Task · Open lead — one flow.

Works together

ALTITUDE connects these modules in one workflow. No tab switching.

All features

Set the next step — the work moves forward

No complex project management. Just lead → task → done. Set up in minutes.

Common questions

Where do tasks come from?

Tasks are set as next steps on leads in Pipeline. You can also add standalone tasks. Everything surfaces in Today view.

Can I see overdue items?

Yes. Today view shows due today, overdue, and upcoming. Overdue items are clearly marked so nothing slips.

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