Forex CRM / Sales HQ/Tasks
Tasks
Schedule and manage follow-ups, calls, meetings, and other activities.
Overview
The Tasks page helps you manage scheduled activities and follow-ups. Never miss an important call or meeting with centralized task management.
Key Features
- Task List: View all scheduled tasks in a list format
- Calendar View: See tasks on a calendar for better planning
- Overdue Alerts: Get notified about overdue tasks
- Quick Actions: Complete or reschedule tasks with one click
Task Types
Tasks can be associated with different activity types:
- Call: Scheduled phone call with a lead
- Email: Follow-up email to send
- Meeting: In-person or virtual meeting
- Demo: Product demonstration
- Follow-up: General follow-up action
- Other: Custom task types
Creating Tasks
From Lead Details
- Open a lead's profile
- Click "Schedule Follow-up" or "Log Activity"
- Select activity type
- Set date and time
- Add notes (optional)
Quick Schedule
- Use the quick schedule option when logging activities
- Set a reminder for follow-up immediately after each interaction
💡
TipSchedule your next follow-up immediately after every interaction, while the conversation is still fresh. This ensures no lead falls through the cracks and maintains momentum in your sales process.
Managing Tasks
Task List View
- See all upcoming and overdue tasks
- Filter by date range, type, or lead
- Sort by due date or priority
Calendar View
- Visual calendar showing all scheduled tasks
- Click on dates to see tasks for that day
- Drag tasks to reschedule (where supported)
Task Actions
- Complete: Mark task as done and log the activity
- Reschedule: Change the date/time of a task
- View Lead: Go to the associated lead's profile
- Delete: Remove a task (with confirmation)
Task Notifications
⚠️
WarningOverdue tasks are highlighted in red and show a badge count in the sidebar. These are visible to managers, so make it a habit to address or reschedule overdue tasks daily to keep your pipeline healthy.
Overdue Tasks
- Tasks past their due date are highlighted in red
- Badge shows count of overdue tasks in sidebar
- Review and update overdue tasks daily
Upcoming Tasks
- Tasks due within 7 days shown with amber badge
- Plan your week by reviewing upcoming tasks
Best Practices
- Schedule immediately: Set follow-up right after each call
- Be specific: Add notes about what to discuss
- Review daily: Start each day by reviewing today's tasks
- Don't over-schedule: Leave buffer time between tasks
- Update promptly: Complete or reschedule tasks as needed