Integration with User Tasks

 
1. A New Callsheet when added to a Sales Funnel needs you to input follow up dates for this particular Callsheet.
2. Webrino's database system automatically relates a particular Sales Funnel with Sales Events which are described by Callsheets and displays the end result of user tasks on the My Task List section of your Dashboard.
 
 
 
3. This is like a Calendar reminder for a user to see what his/her tasks are for the day as defined by both the user him/herself as well as system generated user tasks on follow up and appointments.
 
4. As a user with Admin right, on can add a new callsheet and also see how the "follow up" date would be arranged on the Task List