Task Management for Sales Work on the Lead
Keep sales work on the record. Create tasks, assign them, set priorities, and track what is overdue — next to call reminders, meeting reminders, and the calendar view so a to-do is not only in a personal chat.
Why Task Management Matters
Create, assign, and track sales tasks on the same lead as reminders, meetings, and the calendar.
- Create and assign tasks to named teammates
- Prioritize work across leads and deals
- See overdue and open tasks before they disappear
- Connect tasks to the same record as calls and meetings
- Use the calendar to see the day’s assigned work
Sales Dashboard
Sample demo data
Total Leads
248
New Leads
32
Pipeline Value
₹12.4L
Won Deals
18
Recent Leads
Rajesh Kumar
TechStart Pvt Ltd
Priya Sharma
GreenLeaf Solutions
Amit Patel
Nova Industries
Team Activity
Called lead — Rajesh Kumar
Anita S. · 10 min ago
Moved deal to Proposal
Rahul M. · 25 min ago
WhatsApp reply sent
Sneha K. · 1 hr ago
Use Cases
- Managers assigning daily outreach instead of posting it in a group
- Teams coordinating proposal, demo, and visit follow-ups
- Owners who want operational sales work visible, not verbal
Related Features
Follow-Up Management
Keep calls, meetings, and the next action on the lead so follow-up is owned — not left in a notebook or chat.
Call Reminders
Set call reminders on leads so callbacks are not left to memory or a personal notebook.
Meeting Reminders
Set meeting reminders on leads so demos, visits, and sit-downs are not left to memory.
Calendar View
See call reminders, meeting reminders, and tasks on one calendar so the day is not only in a personal diary.
Frequently Asked Questions
Yes. Tasks sit alongside the lead so work stays connected to the prospect, not in a separate to-do list.
See This Feature on Your Floor
Book a demo to walk through leads, official WhatsApp, reminders, workflow automation, and pipeline in one inbox.