Overview - Task

Updated :


1. Timeframe: Choose which tasks to view depending on their due date

2. View: Choose which tasks for view depending on the task status ie: not started, in progress, etc

3. Sort By: Sort the leads in a variety of ways

4. Mass Action:

5. Search: allows you to search for a specific task

6. Clear Filter : removes any of the filters / sorting options that have been previously selected

7. Pending Tasks

1. The Name of the Task

2. Status of the Task

3. Due Date of the task

4. Priority Level of the Task

5. Lead Name the task is assigned to

6. Date the task was created

7. Phone number of the lead

8.  Task Action Items - Edit / Mark as Complete / Edit / Delete


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