Yes. With the CRM add-on each person has a daily agenda with their activities and tasks, and you see how many are completed, pending and overdue. You reassign, reschedule or mark them done, and a live feed shows visits, payments and invoices as they happen.
- Where it works
- On the web and in the app
- What you need
- With the CRM add-on
Other ways to ask
- Does it have a to-do list?
- Can I see overdue tasks?
Related topics
- Sales rep routes
- Customer visits and follow-up
- Visits and activities calendar
- Sales goals per rep
- See everything by rep
- Reorder: what to restock and who to offer it to
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