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Platform
Tasks & Activities
Never let a follow-up fall through the cracks.
Overview
Create tasks linked to opportunities, contacts, or standalone. Set priorities, due dates, and types (Call, Email, Meeting, Follow-up). Your team sees everything in one unified activity feed.
Key capabilities
- Tasks linked to any CRM record
- Multiple task types (Call, Email, Meeting, Follow-up)
- Priority levels
- Due date & time
- Assigned to team member
- Overdue alerts
- Unified activity feed
- Calendar integration view
app.swiftlycrm.com/tasks