Working in sales usually means you need to multi-task a lot. Juggling all these different opportunities can become a whole job on its own sometimes.

Now, how you handle the manifold requirements of your prospects, heavily depends on your own preferences. But for those, who like to work with Tasks, Weflow has got you covered.

How to create tasks from your notes

  1. Go into a note

  2. Hit the / key (forward slash) to open up the note menu

  3. Select "Tasks"

  4. Create your tasks

  5. Don't forget to assign them and possibly also set a due date as needed

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