Work your tasks from the lead page
From My tasks
Open Sales → My tasks and click any task. You go straight to that lead's page.
The task bar on the lead
At the top of the lead you'll see a task bar with the open tasks for this lead:
- Read the task title and due time.
- Make the call (click the phone number or use your 3CX/WhatsApp buttons).
- Click Mark done on the task. Add an outcome note if you want.
- Optionally schedule the next follow-up straight away — the scheduling dialog opens with the lead already selected.
The task closes, the activity timeline updates and your My Day list moves on to the next one.
Managers
Team tasks still show who owns each task and whether it's overdue. Clicking a task opens the lead the same way, so managers can check notes before coaching.
See each lead's registration status, send them the sign-up link in one click and filter the Leads list by who still needs to register.
Sales agents: this is the screen you should open first every morning. Your leads, your tasks, your call queue, all in one focused view.
The task system is your memory. Schedule callbacks, meetings, document sends, and get email + in-app reminders 15 minutes before each one.