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The most efficient way to work through Tasks is to use the Task Manager. The Task Manager is a great way to view, manage, and work your organization's activities. Sales managers can track activity across their team to make sure Deals are worked productively, and sales representatives can take advantage of the Task Wizard to complete their daily Tasks without having to navigate multiple screens. Non-selling roles such as administrators, operators, and accounts receivable/payable can also use the Task Manager to stay on top of operational processes.

Learn more about the Task Manager.

Creating Custom Tasks

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