Frequently Asked Question

Stay on top of your sales activities with Goldilocks CRM's task management features.

Creating and Assigning Tasks

Create tasks to remind yourself of important follow-ups, meetings, or other sales activities. You can associate tasks with specific contacts or deals. To create a task, click the Add Task button in the Tasks section.

Prioritizing and Filtering Tasks

Set priorities for your tasks (High, Medium, Low) to focus on what's most important. You can filter your tasks by their due date (All, Pending, Completed, Overdue, Upcoming) to stay organized.