Tasks and calling lists
Plan your follow-ups with tasks
Create a task, set a due date and tick it off when it is done.
Transcript
In this video, you'll create a follow-up task, and tick one off when it is done. Tasks lists everything you have promised to do. Click New task. Write what needs to happen, and pick a lead to link it to. Choose when it is due. Tomorrow 10 AM is already picked, or use another quick choice. Set the priority, and click Create task. The task is on your list, with its due time. When you have done it, click the circle. Write how it went, and click Mark done. For more short guides, look for the Watch how button at the top of the page.