My Todo List & Default Todo Items
We’re pleased to announce the release of two new features - My Todo List and Default Todo Items.
My Todo List
You’ll see a new menu item on the top bar called ‘My Todo List’. You’ll see a list of todo items from leads attached to you which haven’t been marked as done yet.
This list is chronologically ordered so you can open it up everyday and see what you need to do for the day.
Default Todo Items
If you click on the settings icon, you’ll see a new option ‘Set Default Todos’. This allows you to set todo items that are automatically created whenever a lead is moved into the stage.
