05.28.2024 Task Templates



Task Templates are now available to all users.
Start creating and using task templates today to take full advantage of this new feature.

Key Features

  • Standardized Tasks: Create reusable templates for common tasks such as follow-ups, initial contacts, and routine activities.
  • Efficiency: Save time by eliminating the need to manually create new tasks for each lead.
  • Consistency: Ensure uniformity in task management across your team by using predefined templates.

For detailed instructions and support, please refer to our help article (link the help article) or contact our support team.


Have questions or concerns?

๐Ÿ“ฉ [email protected]

๐Ÿ“ฒ Messenger Chat

๐Ÿ“ž Customer Support: (210) 756-5177

๐Ÿ“žSales team: (210) 610-6683

(Mon-Fri, 9AM-5PM PST)

Sections