Link tasks to the customer records they belong to.
Tasks sit with the lead, contact, account or deal they relate to, so the next step is never separate from its context.
Follow up, then see what the data says.
Keep follow-up attached to customer records and examine CRM data with configurable reports.
Talk to the team- Tomorrow
Send revised quote
Lakeview Furniture - Friday
Confirm site visit date
Reyes Dental Group - Monday
Follow up on contract terms
Tri-State Freight Lines
Deals by stageStage is ProposalAmount Export
Tasks and reporting, in practice.
Build reports with the fields and filters you choose.
Choose the fields and filters that answer the question your team is asking.
Export supported report results for further analysis.
Take supported report results into the tools you already use for deeper analysis.
Bring your own process.
Discuss your records, team responsibilities and configuration needs with the Plumto team. We’ll help you evaluate the fit.
Questions about
Tasks and reporting.
Are tasks connected to customer records?
Yes. Tasks can be linked to the records they relate to, so follow-up keeps its context.
Can I export report results?
Supported report results can be exported for further analysis.
Let’s talk about
your sales process.
Show us how your team works. Explore where Plumto fits.