Assign and track tasks across your company
Doorbell tasks are a great tool to keep track of what’s important,
like staying in touch with leads, following up with contacts,
sending quotes or getting more garbage bags for the office. It’s
easy to assign and check tasks for your team, too!
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to explore specific areas.
Stay on top with your central task list
The task list gives you access to all your tasks, including those you
have assigned for others and the tasks of your fellow team members. From
here it is easy to find, select and complete any task.
Attach tasks to contacts & opportunities
You can attach tasks to contacts and opportunities in your Doorbell.
This makes it easy to know who you need to call back or what upcoming project the
task is connected to. The task will also be visible in the history
of the person or opportunity in question.
Attach files to tasks
You can attach files to tasks, for example to
make a briefing document or client quote available to a team member
when you are assigning them a client follow-up.
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explaining this section
