The schedule interface allows you to view and manage all of your outstanding tasks. The schedule shows tasks sorted into the following 3 categories:

  • Overdue
  • Today
  • Upcoming


Tasks are always associated with a lead, and can be scheduled on the lead details screen. Overdue tasks will remain on your schedule until you have marked them as complete. If you have notifications enabled, you will receive frequent reminders about your overdue tasks until they have been marked as complete. To mark a task as complete, simply check the box next to the task description.