On the Salesperson Card you can open a Task List with all open tasks for that salesperson. It would be nice if a salesperson could bookmark this list to have very quickly an overview of his open tasks but his is not possible. What is the easiest way for a salesperson to have an overview of his tasks without having to search to far with too many clicks?
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,228 Super User 2024 Season 2
Martin Dráb 230,056 Most Valuable Professional
nmaenpaa 101,156