Purpose of Tasks in Zendesk Sell iOS App
What is the purpose of tasks in the Zendesk Sell iOS app?
Tasks in the Zendesk Sell iOS app are designed to help you manage action items, follow-ups, and reminders efficiently. They can be associated with specific leads, contacts, or deals to prioritize your activities.
You have the flexibility to create tasks with or without due dates and alerts, allowing you to stay on top of your most important action items. This feature is represented by the checkbox icon in the app.
More related questions
How do I add a task in the Zendesk Sell iOS app?
Adding a task in the Zendesk Sell iOS app is simple and straightforward. You can create tasks for action items, follow-ups, or reminders, and associate them with a specific lead, contact, or deal. To add a task, navigate to the Today tab and tap…
Can I associate tasks with leads, contacts, or deals in Zendesk Sell iOS?
Yes, you can associate tasks with leads, contacts, or deals in the Zendesk Sell iOS app. This helps you keep track of your tasks in relation to specific records. When you create a task from the Today page, you can select which lead, contact, or…
How can I view and track tasks in the Zendesk Sell iOS app?
You can easily view and track all your tasks from the Today page in the Zendesk Sell iOS app. This dashboard allows you to filter tasks by object association and due dates. To view all tasks, tap the Today tab and then click on Tasks. This will…
How do I mark a task as complete in Zendesk Sell iOS?
Marking a task as complete in the Zendesk Sell iOS app is quick and easy. Once you've finished a task, you can mark it as complete to keep your task list up-to-date. To do this, simply select the checkbox next to the task you want to mark as…
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