to dos to-dos to-do to do notifications calendar video Using CRM To Do's

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

 

Comments

0 comments
Please sign in to leave a comment.