Tasks and notes
Add a task for what you need to do and a note for what you learned, both linked to the account they belong to.
Videolar ingliz tilida.
Nimalarni oʻrganasiz
- Create a task
- Click New task, give it a clear name, set the due date and priority, and link it to an account, contact or opportunity.
- Stay on schedule
- My tasks groups everything by due date, and a late task moves to Overdue in red. Tick its circle when it's done.
- Write a note
- On an account, click the note button, add a title and write. Type a slash for headings or lists; the note saves by itself.
Boshlash
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Tegishli maqolalar
- IntegratsiyalarMijozlar bilan har bir aloqani avtomatik yozib olish uchun PromptLabʼni elektron pochta, kalendar, xabar almashish, unumdorlik va ERP vositalaringizga ulang.
- Bitimlarni boshqarishMijozlar, imkoniyatlar, vazifalar va voronka holatini bir joyda boshqaring — qoʻlda kiritishni yoʻq qiladigan AI yangilanishlari bilan.
- Tezkor boshlashPromptLabʼni oltita qadamda sozlang — vositalaringizni ulang, jamoani taklif qiling, sotuv voronkasini sozlang va bir soatdan kamroq vaqtda birinchi taklifingizni yuboring.