Up Next – Following Lead Task
Stay on top of your tasks and communication by using “Up Next,” which is a feature that keeps you informed about what’s coming up. This article will guide you on how to use it effectively.
Easily view your upcoming pipeline and leads by clicking the “Up next” button located on the left-hand side of your screen
Easily access your upcoming Tasks and Appointments by clicking on the Menu list on the left hand side
See your late and upcoming tasks in the “Tasks” section. Completed tasks will be taken off the list
You can easily view tasks assigned to specific users and filter them based on required options
You can view all your scheduled appointments in the Appointments section
For any questions or concerns, feel free to reach out at [email protected]. We’re always happy to help!