How does a sales team work in Task Manager?
Leads from forms go into one folder along with a note about the company and contact person, prepared by an Automation rule. Customer correspondence takes place alongside the Tasks, so the entire relationship history - from first contact to the signed proposal - is in one place.
How does it work?
- 01
A form submission triggers a rule and creates a note containing the company’s details.
- 02
A Task is created with a contact due date and an assigned salesperson.
- 03
Correspondence and decisions stay with the Task, not in a private inbox.
- 04
The Assistant can prepare a table summarising leads or closed deals.
What do you gain?
Faster first contact: you call with a company note already prepared.
Relationship history stays with the company: the contact does not disappear when a salesperson leaves.
Reports without spreadsheets: summaries are created from the data you already have.
An everyday example
The salesperson finishes a call and tells the Assistant the next step in a single sentence. Before they get into the car, a Task with a due date is in the system - and the customer is contacted on the agreed day.
Frequently asked questions
Is it a CRM?
Task Manager organises work and correspondence; it does not replace a comprehensive CRM system, but is often enough for smaller teams.
Can leads come in through a website form?
Yes, through Automations or the n8n Integration.
Will I be able to see the customer’s history after the salesperson changes?
Yes, correspondence stays with the company’s Tasks.