Tasks, meetings, calendar and documents

Tasks

Open Tasks and press Create Task. Enter a Title (required), Description, Priority (Low, Medium, High, Critical), Status, Due Date and Assign To. Use Link Target Type and Target Object to attach it to a lead, contact, company or deal.

The cards at the top count Total tasks, Pending, In progress, Completed and Overdue. The tabs My Tasks, Overdue Tasks and Completed Archive are ready-made views, and Save Current View makes your own. Tick the box on a row to complete it quickly.

Meetings

Open Meetings and press Schedule Meeting. Give a Meeting Title, Start Time and End Time, link it to a lead, contact or company, choose the Organizer / Owner, add a Location or Meeting Link, and write the Agenda.

After the meeting open it and set the Outcome Status (Pending, Completed, No Show, Rescheduled, Cancelled) and add Outcome Notes.

Calendar

Open Calendar for month, week and day views of your tasks, meetings and follow-ups. Click a day to quickly schedule a Task / To-Do or a Meeting. The calendar is inside Zenvlo. It does not sync with Google or Outlook.

Documents and attachments

1. 1
   Open Documents and press Upload Document.
2. 2
   Choose the file, name it, pick a Category (Contract, Proposal, Invoice, ID / Identity or Other), and link it to a customer.
3. 3
   On any lead, contact, company or deal open the Attachments tab, drag a file in or click to upload.

You can attach PDF, Word, Excel, images, CSV and text files up to 50 MB.