Take an Action

Within your Tasks tab, select the task(s) you would like to take an action on, then click on the Actions button.

Available actions:

  • Mark tasks as Completed

  • Mark tasks as Not completed

  • Delete selected tasks

  • Update Contact Status

  • Update Task Type

  • Update Due Date

  • Create Notes

    • Notes will be created on any contact, company and deal record that is tied to the selected task(s).

  • Re-assign Task to another user

Send Email

If tasks have contacts associated to it, you can send an email to those contacts from the tasks tab. Within your Tasks tab, select the task(s) you would like to send an email to, then click on the Send Email button.

If those selected tasks do not have a contact associated, or any selected contact has a missing or invalid email address, the system will provide an update of the total number of contacts the email will be sent to.

Proceed through the wizard and confirm the send on the final page.

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