LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

Separate Calls, To do's on the task list - Filter Tasks by Category

Sales people time block by completing tasks by types. First the calls, then the emails, then the to-do items. You have the tasks in such a jumble that it's impossible to get into the zone we need. It's too frustrating. Call, then task, then call then task. Jeez. Should be call, call call call, not all jumbled.

  • Guest
  • Apr 29 2022
  • Attach files
Copyright LionDesk, LLC 2020