Sales & Success Center - Task Management

Your salespeople often need to follow up with prospects and clients. For example, they need to call back on a specific day, send sales collateral, or double-check something with their billing or support teams.

Task Management in Sales & Success Center allows your salespeople to stay on top of that work and build stronger relationships with their clients.

How does it work?

How to create tasks

To create a task in Sales & Success Center:

  1. Go to Sales & Success Center > Accounts.
  2. Select an account.


  3. Create a sales activity and select Follow-up required, or click the + button at the top of the Tasks section.


  4. Alternatively, You can add a task directly to the Tasks field on the account.


How to manage tasks

Within the Tasks tab in the Sales & Success Center, your salespeople can view all of their overdue and upcoming tasks, as well as mark those tasks as “Complete.”

To edit a task:

  1. Go to Sales & Success Center > Accounts.
  2. Select an account.
  3. Under the “Tasks” section, select the task you’d like to edit.

All Partners with access to the Sales & Success Center will have this feature.

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