Types of Tasks

In order to get an optimal overview of all tasks as well as to ensure their efficient operation, the KundenMeister offers the possibility to create different types of tasks.

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, ...)