Task Center Overview

• The To-Do Center is designed to help 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 eleven entry points: Leads to Follow Up, Pending Stage Tasks, Approval Processes Awaiting Handling, Business Processes Pending Action, Reports Requiring Review, Instructions to Execute, Collaborative Approvals Pending Authorization, Receipts Needed, Tasks to Complete, Work Orders to Process, and Delegation Records.

picture coming soon: