Stay organized using the task manager. Tasks are action items that you assign to yourself or other members of your office. When you assign the task to others it appears on your list so you can track their status, and it also appears on their list. This allows you to track the status of a task from start to completion.

You can “link” tasks to your prospects or customers from their record, which allows you to see what tasks are open or review a history of completed tasks when you are in their record.