All Tasks Clearly Structured
At a glance you know what activity is and how to best handle it.
The KundenMeister distinguishes four types of tasks
- Project tasks: these are all tasks that are created within a project (for example, creating a design, programming, ...)
- Opportunity Tasks: meaning all tasks that can be added to offers and sales opportunities (for example, make an offer, prepare a presentation)
- Contact tasks: these tasks are added to contacts (for example, call back customer Maier, update content)
- Personal tasks: each employee has the opportunity to create their own tasks that you really only see for yourself (for example, praise boss, enjoy flowers, ...)