Create and manage tasks

You can use ProspectView to help manage tasks & to-do's related to your prospect scouting among your staff.



To create a new task, click Add Task button

You can link a task to a prospect (optional), assign it to yourself as a reminder or to another member of your staff, and set a due date/time along with instructions.


After tasks have been created, they can be marked as completed or edited/deleted as needed:

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