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 follow-up stays fast, visible, and organized.
OPEN FOLLOW-UPS
- Today
Sarah Chen
Next: Send proposal
- Tomorrow
Marcus Webb
Next: Check in re: budget
- In 2 days
Priya Anand
Next: Demo follow-up
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 follow-up workflow
Configured workflows help your team respond fast after a customer-initiated conversation, with the required consent and full context attached.
Open follow-ups at a glance
See who's due this week. Hot items highlighted. Add Lead · + Task · Open lead — one flow.
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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