Task and Notes Manager Feature

Efficient Task Management

• Create and Assign Tasks: Easily create tasks related to specific leads or projects and assign them to team members. Define deadlines, set priorities, and track progress to ensure timely completion.
• Customizable Views: Choose from different viewing options such as lists, calendars, or Kanban boards to manage tasks in a way that suits your team’s style and workflow.

Detailed Notes System

• Attach Notes to Leads or Tasks: Keep all relevant information at your fingertips by attaching notes directly to specific leads or tasks. This ensures that all pertinent details are easily accessible and associated with the right contacts or activities.

Collaboration and Sharing

• Shared Access: Allow team members to view and edit notes and tasks as needed. This collaborative approach ensures everyone is on the same page and can contribute to the process effectively.
• Real-Time Updates: Receive notifications when tasks are updated or completed, and when new notes are added, keeping the entire team informed and responsive.

Integration with Lead Management

• Seamless Integration: Notes and tasks are fully integrated with the Lead Management system of LavaFlow Pro, providing a unified view of all activities and interactions with a lead.
• Contextual Information: With tasks and notes linked to leads, you can easily access the history and status of each lead, enhancing your ability to make informed decisions and follow-ups.

Task Automation

• Automated Reminders: Set up reminders for upcoming tasks or deadlines to ensure nothing gets overlooked. Automate repetitive tasks to save time and reduce manual effort.
• Trigger-Based Tasks: Automatically generate tasks based on specific triggers or lead actions, ensuring timely follow-ups and activities tailored to lead behavior.