Type a to-do task and hit enter to save it and the contact with the task will be highlighted in orange.
Simply select the contact with the to-do task and check it off when you complete it. Write anything you'd like in the notes section and it will autosave for you! Within the tasks section, you also have the option of deleting any completed or uncompleted task, as well as clearing completed tasks. Want to be a Sales Superstar? Check out our new Sales Acceleration Tool: TEXTCELLERATE™!