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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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.