| Custom Tasks and To-Do Calendar |
 When you need to make sure that you follow up with a lead, or that you complete a task for a lead, you can use the AIMpromote system to remind you. You can categorize your tasks by custom configured "types". You can then make sure that the correct task types are delegated to the correct team member,
and pull reports on which tasks are incomplete, overdue, and forthcoming.
You can refine your reports based on task completion status, task type, to whom the task is assigned, and more.
Recieve reminders when your tasks are coming up due, and recieve notifications when your tasks are overdue. You can set up automations that automatically assign tasks to a lead when they come in, or when a status or substatus changes, etc. Tasks are a very powerful way to remeber what you need to do next in your sales process.
|
| Get Started Now |
|