Tasks
Assign tasks, set due dates, and track progress linked to each lead site without losing follow-through or missing handoffs.
Creating tasks for lead sites
Create tasks linked to a lead site, assign them to teammates, and set due dates to keep follow-up moving on time across the workflow.
Managing and completing tasks
Track task progress, update statuses, and close follow-ups as your team moves through the workflow and changes get logged.
Adding comments to tasks
Add and read task comments so your team can share context, hand off work, and track progress in one thread without losing history.