7 docs tagged with "tasks"

Automatically creates reminders for deals when they enter a stage

Creates pulses for tasks with no communication in 7+ days

Project task, approval, and communication notifications

Digital marketing service delivery management, client onboarding, task tracking, and ongoing service orchestration

CRM reminder notification service providing category-based filtering (upcoming, past due, completed), rich data population with deals and contacts, and dynamic click action URL generation

Multi-party task coordination, communication threads, pending actions, and real-time collaboration for service delivery

Template management system for email, SMS, proposal, and task templates with system and user-level template support