video1.0<iframe src="https://www.loom.com/embed/d0b86237ba9d490ca57a82b8de1fcc09" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d0b86237ba9d490ca57a82b8de1fcc09-1687915493818.gif69In this video, I will show you how to effectively manage tasks in CRM+. Tasks in the to-do list are crucial for staying on top of leads in our CRM pipeline. I will guide you through accessing and previewing your assigned tasks on the CRM+ dashboard. Additionally, I will explain how to view the to-do list in more detail by navigating to Leads and then the to-do list. I will also demonstrate how to mark tasks as completed, which will be reflected on the respective lead's activity page. Join me in this tutorial to optimize your task management in CRM+!