To-Do Center Overview

• The To-Do Center helps sales representatives, customer service personnel, and other business team members efficiently organize and track daily tasks, ensuring critical activities are addressed promptly.
• The To-Do Center includes 11 entry points: Leads requiring follow-up, pending stage tasks, approval workflows awaiting processing, pending Business Processes, Reports awaiting comments, instructions to be executed, collaborative approvals pending authorization, Receipts required, tasks to be performed, Work Orders to be processed, and delegation records.

picture coming soon: