You can create a To-do which becomes part of a checklist related to an opportunity, contact, or company. Set deadlines, create tasks, and tick when completed.
This article covers:
To-do's are a free upgrade to activities. Contact Upsales support to get the upgrade. When it is completed, all open activities become phone calls. This can't be reversed. Until then, Activities stays visible in the menu.
Creating a To-do
- Click Sales & CRM → Tasks:
- Select the To-do type:
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Enter details of the To-do:
- Who's responsible if not you (click the you dropdown to change):
- Enter a description:
- Click the toggle to relate the to-do to a contact or company:
- Click the toggle to prioritise (1)
- Due date (automatically appears among planned phone calls or appointments) (2)
- Signature (3)
- Add any notes (these will appear on company cards and Tasks) (4):
- Who's responsible if not you (click the you dropdown to change):
- Click Create or Save & create another:
- In your To-do list you can click the flag to prioritise a To-do, or click the three dots (···) to postpone or delete the To-do:
You can also minimise a to-do and return to it later (this also works in Focus mode). Simply click the - icon and an icon appears in the sidebar. Click this to return to the to-do:
Working with the To-do list
To view the To-do list, click Sales & CRM → Tasks and then click the To-do icon:
You'll see all your unfinished To-do's.
To mark a To-do as complete, click the box next to the task:
You can also create a follow-up to keep things moving forward.
Click Save list to quickly return to the To-do list (here's how to find saved lists):
Creating a To-do from an opportunity
To save you time, you can create phone calls, To-do's, and book appointments directly from an opportunity.
1. Click Sales & CRM → Opportunities:
2. Open the opportunity and click the Tasks tab:
3. Click a tab to create a To-do (or phone call or appointment):
4. Click the What should you do dropdown to assign a different person:
5. Enter a description:
The to-do now appears in the opportunity as a Task: