Sales CRM Solutions
- CRM Solutions Essentials
- Marketing Automation
- Workflow Automation
- Workflow Automation
- Workflow Applies To
- Workflow Conditions
- Workflow Actions
- Workflow & Landing Pages
- Workflow & Custom Forms
- Workflow & Marketing Automation
- Task Management & Workflow
- Enabling Task Management
- Task Management Reporting
- Task Management Examples
- Workflow & Integration with other Systems
- Sales Force Automation
- CRM Features
- Online CRM
- CRM Software
- CRM Extended
- Database Management
- Contact Management
- CRM Articles
- CRM Overview
Task Management Tracking & Reporting
If you are an Account Manager / Sales Rep / Partner Rep you can see your tasks on the home page by clicking on the ‘My Tasks’ link.
Figure –34-
If you are logged in as a user in the Group or Manager level you’ll see your tasks as well as the tasks of the Account Managers in your group.
Figure –35-
LeadMaster provides a built-in report for Tasks. It contains the following information:
- Task Assignee
- Due Not Before
- Due Not After
- Task Name
- Company
- Contact
- Task Status
- Task Is Completed When
Figure –36-
Click here to send us an email and we'll send you a user ID & password to our system so you can see for yourself just how easy it is to manage your leads with LeadMaster. No strings attached.
Give us a call at 800-699-4164 and we'll connect you with one of our CRM experts. We've helped hundreds of companies just like yours. Don't waste another day. Give us a call - you'll be glad you did.