Help Center › Tasks & Follow-ups

✅ Tasks & Follow-ups

Stay organized with tasks, follow-ups, and calendar.

Booking Pages: Let Prospects Book Meetings
A branded public scheduling page with your availability, instant confirmation emails and calendar invites.
Calendar Events & Navigation
Click calendar events to jump directly to related contacts and deals.
Calendar View
View your follow-ups and tasks on a monthly calendar grid.
Follow-ups & Reminders
Schedule calls, emails, and meetings with automatic dashboard reminders.
Managing Tasks
Create, assign, and track tasks with priorities and due dates.