Beginner
Manage follow-up tasks
Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task…
Tasks, meetings and pipeline
Plan the next action, see meetings and move leads through stages.
Intermediate
Create a follow-up task
The Add Task form creates work for a person or the AI Assistant. You need access to Tasks and the relevant lead or workspace. Confirm the intended assignment…
Beginner
Review meetings and booking requests
Calendar brings meetings and booking requests into a shared schedule. Access determines whether you see team meetings or your own work. Booking also depends on…
Intermediate
Review meeting history and audited attendance
Meeting Lifecycle shows confirmed or pending meetings for one lead and any associated no-show recovery plan. Open it in the context of an authorized lead. The…
Intermediate
Review and update the pipeline
Pipeline organizes leads into stage boards and columns so the team can see where work stands. Your visible stages depend on permissions and workspace…