What are Funding Gates Tasks?

The Tasks page is where you can create action items to remind you (or someone on your team) to follow up with specific customers.

Did a customer promise to pay you next Wednesday? Create a general task to remember to see if the payment came through. Did you leave a voicemail with a customer but you want to remind yourself to call back later? Create a call task.

Check out this quick video to see how it works:  

 

 

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