Use account-specific tasks to manage your pipeline

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It displays the task description, the account/company it is linked to, the task due date, and the name of the person assigned to it (which is especially handy when working in a team).

The buttons on the right allow you to easily complete, pause, assign, edit, or reject a task.

It is also useful to be able to view these tasks by specific account.

The task list for a specific account. It allows you to zoom in and see the history of actions taken.
You may notice the other types of tasks in this screenshot. These are called "suggested tasks": automatic tasks (which you can turn on or off) that help you:

Monitoring wuhan cell phone number list inactive accounts
Responding to prospect emails you forgot about
Don't forget to add notes to meetings
“Salesflare’s 10-day inactivity reminder reminds me not to forget an account . ”

Ken Tran, Telemedicine
Keep track of your interactions
While it's good to know what to do next, understanding the context and timeline is also essential.

This means that you need to know:

When you have exchanged emails with the prospect about what the
When you have organized or called meetings
What was discussed (your notes)
Any email or website tracking that shows you when your customers engage with you and what interests them.
If you don’t have a handle on the entire conversation with your prospect, it’s hard to steer them in the right direction. And no one wants to be that salesperson who seems to have completely forgotten the previous conversation you had.

Here's what such a timeline might look like:

a calendar for customers
This timeline covers all interactions with the customer: emails, meetings, calls, clicks, web visits, notes, etc.
Maintaining a careful schedule for each client is, of course, a lot of work. And there aren't many salespeople who have the dedication to do it.

That’s why Salesflare automatically keeps track of all these interactions by syncing emails from your inbox, meetings from your calendar, calls from your phone, ... and automatically tracks lead activity across emails and websites.