My Work
Tasks, Calls and Meetings — your follow-ups across all your leads.
5 articles
Tasks
My Work › Tasks — the My Day view of overdue, today and next-7-day tasks with one-click actions, All tasks, and adding a task from My Work or from a lead.
Calls
My Work › Calls — the list of calls logged with leads, logging a call with its result, and creating the follow-up task in the same step.
Meetings
My Work › Meetings — scheduled and past meetings with leads, booking a meeting with host, participants, venue and reminder, and recording the outcome.
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