SendSquared Video – Task Management

Hey there! In this video, I’ll be showing you how to manage tasks in our system. You can find them on the left-hand side under the sales task or by clicking on Tasks and I’ve signed ease. Tasks have different labels such as email, to do, and phone calls. You can easily mark them as complete and set due dates. Followers are for managers who want to be notified when tasks are being assigned. You can also set reminders and automate tasks. I’ll assign a task to myself and show you how push notifications work. You can also assign tasks to profiles and see them on the profile level. I hope this quick overview helps, but let me know if you have any questions or need more information.