Prospect Tasks

Keeping track of Prospect tasks & their details has never been easier!

Record a task from the Prospect Profile

Open the Prospect Profile for a prospect. Tasks for this prospect will be located on the lower left of the screen.  You may enter a task by clicking on the "New" button, which will open new window to record a task. Fill in the fields to schedule a task. Mark the task 'To-Do' or "Done" as appropriate.