Tasks & Follow-Ups
Turn customer commitments into owned, dated work and keep every active opportunity moving.
Tasks & Follow-Ups are Work Items: owned pieces of work connected to a Lead, Deal, or no CRM record. They can be Open, Completed, or Cancelled and carry priority, due time, description, and outcome notes.
Create useful next actions
Choose Quick Create → Task / Follow-Up, use the Tasks page, or create work from a Lead or Deal. Select the representative type, owner, due time, priority, and related record supported by your permissions.
A clear opportunity follow-up
Lead: LD-000128 Current stage: Growth Diagnostic Next action: Review ecommerce website and requirement document Due: Tomorrow Owner: Sales Executive
Shows owned work, due timing, status, priority, and related CRM records.
Screenshot pending · tasks-follow-ups.webpTask or Follow-Up
Use a Task for concrete work such as reviewing a website, preparing a quotation, or confirming scope. Use a Follow-Up when the action is specifically to reconnect after a conversation, proposal, or agreed waiting period. Both are Work Items and share ownership, due time, status, priority, and relationship behavior.
Create an actionable item
Choose a title that describes the outcome, add a description when the steps or context are not obvious, select the responsible owner, set a realistic due date and time, choose priority, and relate the item to the Lead or Deal when appropriate. Leaving the relationship empty is supported for general CRM work.
Organization Admins and Sales Managers can manage team work. Sales Executives manage their own Work Items, and relationship choices remain constrained by ownership rules where required.
Complete or cancel
Complete the Work Item when the action is done and add outcome notes when they will help the next person. Cancel it only when the work is no longer required. Historical completion is retained rather than silently deleting the task.
Good and poor titles
Good: “Review ecommerce website and send SEO findings by Friday.” It states the work, output, and timing.
Poor: “Follow up.” It does not explain who should be contacted, why, or what result is expected.
Complete with useful outcomes
When the work is done, mark it Completed and add outcome notes if they help the next person understand what happened. For example: “Technical review shared; customer requested a Discovery Call on Tuesday.” Cancel only when the work is no longer required, and explain the change where useful.
The Tasks page and Dashboard help surface overdue, due, and upcoming work according to the current application views. Use filters to focus on the relevant status, ownership, type, priority, or relationship where those controls are available.
Daily discipline
Review overdue work first, then items due today. Before ending the day, confirm tomorrow’s follow-ups and check that each active Lead or Deal has one clear next action. Avoid creating several overlapping tasks for the same promise; update or complete the existing item when that best preserves the history.