Tasks

Tasks are activities like phone calls, 'to-dos', emails etc, and can be related to leads, prospects, clients, opportunities, jobs, phases etc. From many areas in Synergist a user can create a Task, add a description and comments, specify actions that needs to be taken and by whom; and set deadlines. Alerts can be sent from tasks and a history of actions is recorded on them. It is therefore easy to track what progress has been made.