Create tasks linked to specific leads, assign owners, set due dates and priorities, and follow progress without losing accountability in chat threads.
Create tasks directly against a lead with title, description, due date, priority, and assignee. Field and legal follow-ups start with structure from the first click.
Scan To Do, In Progress, Overdue, Completed, and All views from a single task page. Filter by lead, assignee, status, priority, and text to find what needs attention now.
Managers assign tasks to field executives and track progress with priority, due date, and lifecycle states like open, in progress, completed, reopened, and cancelled.
Capture follow-up context inside the task with comments, status changes, and timestamps. Teams discuss execution inside Proquiro instead of WhatsApp side threads.
Each lead detail page shows a compact task pulse with urgency buckets, quick filters, add-task action, and assignee controls so execution stays tied to the parcel record.
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