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How do I manage my tasks in Funnel?

Funnel enables you to assign tasks to yourself or another user, about a lead or as a to-do for you to action.

The 'tasks' button on the top right of your navigation is where all of your tasks are managed. Simply use the quick actions on the left of the screen to filter out these options. 

 

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Once completed, select the circle icon on the right of each task to indicate that your task has been actions. To create a new task, simply click the 'add task' button on the top right-hand corner. 

 

 

 

 

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