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Raichel.aiThe Task List View helps you keep track of all pending items to complete and ensure your customers are taken care of. It’s a vital part of the smooth operation of your business, and we’re happy to announce a few updates that will make it even more convenient for you!
Raichel.aiKeeping track of your tasks and setting reminders for their completion helps you concentrate and ensure customer satisfaction. With Recurring Tasks, you can create tasks that need to be completed consistently for the CRM to send you reminders when those completion dates are approaching.
Raichel.aiRunning a business is no simple task, there are fires to put out and tasks to complete. The best way to keep on schedule is with Daily Summary Reminders. This feature sends you a daily notification about overdue and pending tasks for you to complete in a timely manner.
Raichel.aiA small business owner using the CRM to manage client communications can now seamlessly add tasks and notes while engaging in conversations, ensuring all important details are documented and action items are tracked efficiently.
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