Projects & Tasks

Projects and Tasks keep your work organized inside the CRM - track deliverables for a client, assign to-dos to your team, and never lose a follow-up.

From the sidebar, open Sales > Projects and Sales > Tasks.

1. Create a Project for a client or initiative and add its details.
2. Break work into Tasks with owners and due dates.
3. Link tasks to contacts so context stays in one place.
4. Track status as work moves from open to done.

• Projects to group work by client or goal.
• Tasks with owners, due dates, and status.
• Contact links so follow-ups have full context.

• Assign every task an owner and due date - unassigned tasks slip.
• Link tasks to contacts so the next person has the full history.