If you're an Android user and haven't downloaded the Zendesk Sell mobile app, head over to the Google Play store to install the app on your mobile device to get started with managing your Leads, Contacts, and Deals on the go!
Create Tasks to create action items, follow-ups or reminders. When you create a Task, you can associate it to a specific Lead, Contact, or Deal for context. Tasks can be created with or without a due date and alerts, so you can prioritize your activities and stay on top of your most important action items.
On your Today page, there is a Tasks section to view all your Tasks, regardless of their associated Lead, Contact, or Deal. In here, you can track all your Tasks in one place and filter by object association and due dates.
Tasks on Leads, Contacts, and Deals
Tasks can be related to a Lead, Contact, or Deal to provide context and more information. When creating a Task from the Today page via the Global Add or the Tasks section, you can select which Lead, Contact, or Deal the Task is related to. When creating a Task directly from a Lead, Contact, or Deal card, the Task will be automatically associated with that card.
Navigate to a Lead, Contact, or Deal and click on TASKS and click on .
After you write the content of the Task, click ✔ to save.
Editing and Viewing Tasks
To edit or view an already saved Task, you can click on the specific Task.
Completing a Task
To mark a Task as complete, click on ⮹ to the left of the Task.