Use Tasks to Boost Sales Productivity (Lightning Experience) | Salesforce

Manage your tasks in Salesforce. It’s the ideal way to stay on top of your customer relationships. Salesforce gives you three ways to manage your tasks. The Kanban Board helps you keep all your opportunities and leads moving ahead through the sales process. Use the activity timeline on opportunities and leads to keep a finger on the pulse of each deal that you own. Use the task list to manage all your tasks. If you’re a manager, you can also use the task list to track tasks that you’ve delegated.
Set Up Tasks for Your Sales Reps: help.salesforce.com/articleView?id=customizeactivi…
Guidelines for Tracking Activities: help.salesforce.com/articleView?id=activities_view…
#Salesforce #LightningExperience #KanbanBoard

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