Up Next

This article will guide you through what its name says…what is up next. This houses your tasks and communication to keep you on par with what’s going on

To check what’s up next on your pipeline and Leads click on the Up next button found on your Left-hand pane.

The Up Next contains 2 sections, Tasks and Appointments that can be found on the Menu list on the left hand side.

The tasks section will show all late and upcoming tasks. They will be removed from the list after they are completed.

You can also Filter Tasks to filter the view by Assigned Users and/or Required options.

The Appointments section will show all your upcoming appointments