How do I create tasks or reminders for my sales team?

There are two ways to create tasks:

Manually:

• Open any contact, company, or deal record

• Click Create task and add a due date, description, and owner

Automatically:

• Use a workflow with the "Create task" action

• Define the task type (e.g., call, email), assign it, and set the due date

• Use personalization tokens to include contact info in task notes

Tasks appear on the owner’s task dashboard and can trigger email reminders.