Tasks & appointments
Tasks & appointments
What needs doing and when — with clear ownership.
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TasksA task is a concrete to-do with clear ownership: call back, send an offer, follow up. Tasks usually hang on a contact, so the connection is never…02
Tasks & subtasksThe basics explain what a task is — here it's about handling more demanding processes with them too. Tasks are closely interlocked with contacts and…03
CalendarThe calendar bundles appointments and follow-ups — linked directly to contacts, so every appointment keeps its context. You see not just “2 pm…