Tasks are a great way to keep track of things that need to be done, especially if you have many moving parts in your account. They can help ensure that nothing falls through the cracks and that every lead is followed up with.
You can also see details about the Tasks, such as:
Title of the Task
Description of the Task
Who the Task is Assign to
And the Due date
Here's how to Sort tasks:
Navigating To The Contact Details Tab - Tasks - Step 01
Click "Contacts"
Navigating To The Contact Details Tab - Tasks - Step 02
Select the contact(s) for which you wish to create a task.
Navigating To The Contact Details Tab - Tasks - Step 03
Click "Task"
How To Sort Tasks - Step 01
Click the "Due Date / Date Ad
How To Sort Tasks - Step 02
Select how you wish to sort the tasks.
