Schedule tasks for contacts in ClientLook

Schedule tasks for contacts in ClientLook

Schedule tasks in ClientLook that are directly related to your contacts. Never miss another follow up opportunity, and even relate tasks to deals too.

Features include:

  1. Schedule a task within a contact’s record.
  2. Delegate tasks to other team members.
  3. Relate tasks to one or more projects.
  4. Enable automatic reminders.
  5. Share tasks with co-workers or keep them private.

Related videos

About the Author

Michael Griffin

Michael Griffin - ClientLook, Founder

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.