Create Predefined Subjects for Tasks and Events

When reps create tasks and events, they can choose a predefined subject, such as Call, Send Letter, or Send Quote.

These subjects let reps organize and sort their tasks based on what the tasks are. Without having to enter the type of task, reps can focus on adding details to describe the task.

Example By customizing the predefined subject, a rep can choose “Call” and then add, say, “confirmed presentation this Friday”.

Later, when a sales manager is searching for a task, they don’t have to wonder how the rep named the task, such as “Phone”, “Office call”, or “Follow-up call”. The common entry—Call—makes it much easier to do a search.