Work the deal, step 4
I need to remember what is due
bips helps by: Create tasks with due dates and priority against a client or deal.
Tasks, part of the CRM
Tasks are grouped as Overdue, Today, Tomorrow, This Week, Later and No Due Date, so the list answers what to do next.
What you do
- Open Activity
- Add a task and link a client or deal
- Set a due date and priority
- Tick it off when done
In the app: CRM, Activity, Tasks