What is a Task in Toolsoncloud CRM?


Task in a CRM is a record created in CRM against a certain Lead or Deal or Contact in order to keep track of certain activity which is required to be done in future. It is primarily created with the following objective in mind:

  • To help you with appropriate reminders at the right time.
  • To keep track of all the upcoming planned activities for a Lead or a Deal. This ensure that no deal or lead is left abandoned without any activity planned for it.
  • The completed tasks also get added into the timeline of the Deal or Lead so that in future the salesperson can quickly go through the timeline to understand when was the prospect last contacted. Based on this information, the salesperson can decide on the next follow up action required.
Need for this

As a salesperson, when you are working on a Lead or a Deal, During the sales process, you may sometime find the need to do the following:

  • You need to setup a Meeting with the prospect or client stakeholders.
  • You need to follow up with a lead
  • You need to follow up with a prospect regarding a certain deal.
  • You would like to keep track of all such list of todo tasks and activities to not miss any important task.
  • You would like to put a reminder for the activities or tasks at appropriate time configured by you so that you can prepare well in advance.

Tasks Management feature in Toolsoncloud Sales CRM helps you achieve all the above,

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