Recorded
Task Management: Everything you need to know

From this webinar, you'll learn :
 
  • What are Tasks & how to use them
  • Configuration of Task Types & creation of new Tasks in user accounts
  • Automating repetitive tasks - a few Automation examples from different industries
  • Using Smart Views & Reports for better task management
  • How to set up Calendar View for Tasks & Recurring Tasks
  • Geo-fencing Tasks on Mobile - ensuring users complete tasks only within the task location
 
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Your Speaker


Rajnik Bauva
Manager - Customer Success


Rajnik leads the Customer Success team for the West region, at LeadSquared. He comes with 5 years of experience and has extensively worked with more than 100 customers across industries, to make their businesses succeed, overseeing implementations and has solved complex business use cases.