Tasks
Tasks in the sidebar — the follow-ups that would otherwise live in someone’s head. Create from Tasks → Create task, or against a lead, customer or contact so the task carries its context. Each task has a title and description, an assignee, a due date, a status and a priority. Filter and sort by any of them; open one to see and edit its detail.Tasks created from a record are more useful than standalone ones. “Call Ahmed” tells you
nothing six days later; the same task attached to the customer carries the conversation and
the deal with it.
Calendar
Calendar in the sidebar — every scheduled meeting across leads and customers, in one view. Meetings can be:- Video — with a Meet link, if Google Calendar is connected
- Phone
- In person