Tasks and activities
The 'My Tasks' screen shows all the tasks assigned to the employee. The tasks are sorted by priority, date and time at which tasks should be completed. The list can be filtered and sorted. Click on the column headings to change the order. Click on the field settings to move the columns, or add additional fields.
Add tasks to a new sale, to follow-up at the right moment. This could be a phone call or e-mail delegated to a colleague, or as a reminder for yourself. Receive a notification once the task is completed. Yoobi assist you in the lead-to-sale process.