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:

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.