Want to track and assign customer or lead followups? Stay organized with LMN's To-Do's to assign tasks, auto-notify others, and stay on top of task deadlines. You'll be rewarded by closing more leads and keeping customers happier than ever!
In this video you will learn to:
- Add a todo (task) to a specific client
- Review your list of upcoming or overdue todos
- Review a list of todos you've assigned to other persons
- Setup email notifications so you can get notified via email when a todo is assigned to you