We call them Tasks, and if you’ve ever used a CRM or productivity platform like Asana, Monday.com, or Pipedrive, you’ll be familiar with how these work.

Tasks are a quick and easy way to keep track of reminders, actionable items, and deadlines for you and your team. Create a task, assign it to yourself or one of your team, include a due date and any important information, and Syngency will keep your team notified of updates to your tasks until they’re completed.

Create your first Task today :: http://support.syngency.com/en/collections/2419387-for-agents-and-admins#tasks

Ryan Marshall