Tasks & follow-ups

Tasks & follow-ups

Every deal has a Tasks tab. Tasks can also live standalone under CRM → Tasks.

Fields

• Title, description
• Assignee (defaults to deal owner)
• Due date & time
• Priority (Low, Normal, High, Urgent)
• Status (Open, In progress, Done)

Reminders

Assignees get:

• An in-app notification 1 hour before due.
• An email at 08:00 local time on the due date.
• A Slack DM if Slack is connected.

Bulk actions

On the Tasks tab, select multiple tasks to reassign, reschedule, or mark done in one click.

Auto-tasks

When a deal moves to certain stages you can auto-create tasks (e.g. "Send follow-up" 2 days after moving to Proposal). Configure under CRM → Stages → Automations.