What it covers
Assign tasks, track due dates and completion, and review the activities connected to the underlying record.
Customer management
Tasks and activity
Turn a customer commitment into visible work and keep an accountable timeline.
How it works
Make customer commitments visible
Turn a promise or next step into assigned work with a due date, then keep the outcome on the record it relates to. The activity timeline gives teammates a readable account of what was done.
In practice
Review task ownership, deadlines, completion and related record activity together.
Watch it in use · 34 seconds
From opportunity to next step
Find an opportunity, review the deal and add a follow-up task while the customer context is in view.
Fictional demonstration data. Features and views vary by plan and permissions.
Instrumental music. On-screen captions included. Use the player to adjust sound or view full screen.
Read the walkthrough
- Find the opportunity
Review the sales stages and search for Studio annual renewal.
- Review the deal
Open the opportunity to see its customer, value and stage, then select its Tasks tab.
- Add the follow-up
Create “Confirm renewal review with Jordan” and see the new task alongside the deal.
When to use it
Useful situations
- Turn a promised callback into assigned work with a due date.
- Leave a timeline another teammate can use to continue a customer conversation.
- Review overdue and completed follow-ups tied to a customer or opportunity.
A working path
How the work moves
Capture the next step
Create a task with a clear title, owner and due date, and link it to the relevant contact, lead or deal when that relationship matters. Keep the title focused on an action someone can complete.
Work the queue
Use status, search and other task filters to focus on current work. Open a task to check its notes and linked customer context before marking it complete or changing its details.
Leave a useful history
Record the outcome through the appropriate activity or task update on the underlying record. A concise note about what happened and what comes next helps prevent duplicate outreach.
Illustrative scenario
After a proposal review
A salesperson assigns a follow-up task for Friday, links it to the relevant contact and deal, then records the customer’s decision and next agreed date after the call.
Before you start
What to check
- Task visibility and actions follow workspace permissions; assignment does not grant a person access to restricted modules.
- A task is a reminder and accountability record, not an automatic message or proof that the customer was contacted.
Can tasks be assigned to teammates?
Yes. Tasks support ownership and due-date tracking for team follow-up.
Where do I see what happened on a customer record?
Use the related activity and task context available on that record; visibility follows your permissions.
Get started
See your customer work in one place.
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