5. CRM - To Dos
To-Do's are a super-handy feature of LMN, allowing you to create and assign tasks related to clients and leads. You can create a To-Do for someone, follow up on the status of all your assigned To-Do's, and even export To Do's to another person's calendar!
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 kee...
guide to-dos to-do to do todo todos CRM ToDos Tab
ToDos are reminders that show up in LMN to make sure specific tasks get done. Examples include tasks like: Prepare the estimate for Mrs. Smith Meet John for a site visit on Monday the 19th ToDo options: ...
to-do to do todo faq How do I Assign a ToDo for a Lead or Client?
To-Do items are used to set/assign specific reminders about tasks for a lead/client. You can even assign to-do items to other people in your company so that these reminders show up in their to-do list in LM...
todos faq How Do I View All My Complete or Incomplete To-Dos?
Within LMN's CRM menu, under the To-Dos section, users can use the View drop-down menu to see All Completed and All Incompleted To-Dos. Remember, included in your subscription is access to our support team....
email to-do to do notifications todos faq How do I Setup Email Notifications for ToDos
You can set up your LMN so notification e-mails are sent automatically when: A lead gets assigned to you by someone else When a To-Do gets assigned to you by someone else When a To-Do assigned to you has it...
crm todos list faq How do I Review A List of All My ToDos?
Adding Todos from the Todo Screen Click the CRM menu Click the To-Do's menu Click the +New button to add a ToDo item Here's a description of the fields on the Todo screen and how they are used. Lead - if...