One task
Open a contact and add a task, or go to CRM > Tasks and click to add one. Set the title, due date and who it's for.
CRM› TasksAutomatic tasks
In any workflow, add the Create Task action (for example, 'Call to confirm quote' two days after an estimate is sent).
Daily list
CRM > Tasks shows everything due, filtered by person, so each morning starts there.
When it's done
Nothing relies on memory.
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