Tasks
Call, email, proposal, demo, callback, renewal, escalation or custom type.
Follow-up control
No next step stays only in someone's head
Tasks connect every lead, deal, customer and ticket to a specific owner and due date. Management sees what is open, overdue and overloaded.
What you get
What's included
Due dates
Date, priority, owner and status for every next step.
Linked context
Task can be attached to lead, deal, customer, contact or ticket.
Reminders
Reminders before due date and lists for overdue activities.
Team workload
Visibility into who has too many open tasks and where the process is blocked.
Activity history
Completed tasks stay as proof that follow-up happened.
How it works
How follow-up becomes a system
Create task
From lead, deal, customer or ticket, with owner and due date.
Work the list
User sees today's tasks, overdue tasks and upcoming activity.
Complete with outcome
Add outcome: call done, email sent, no reply, demo scheduled.
Create next task
After completion, the next step is set immediately if the process continues.
FAQ
Frequently asked questions
Can a task link to a ticket and a deal?
Yes. Tasks can be linked to different context and history remains visible.
Is there a today list?
Yes. Users see today's tasks, overdue tasks and upcoming actions.
Can managers track workload?
Yes. Reports show open, overdue and completed tasks by user.
Do tasks stay in history?
Yes. Completed tasks remain as activity on the customer, lead, deal or ticket.
Related
Other Merot features
Contact
Have a question?
Ask about demo, pricing or a specific workflow. This is the same Merot contact form.