What do I need to get done today? Did I remember to tell Sarah to call the client next Thursday? Has John made any progress on his report?
Managing tasks –and the back-and-forth communication around tasks– can become a big time drain.
Fortunately, your CRM can help.
In LoTops, you can assign tasks to yourself or different members of your team. You can set start dates and due dates. If it’s a big task, you can mark off your progress as you work on it. You can quickly see all of your open tasks organized in one list. And you can even receive daily or weekly email reminders of your open tasks from LoTops.
Finally, you can automate task assignments for your sales processes and projects with Pipelines—so the tasks that you repeat regularly can be automatically assigned.