The Taskboard is like a dashboard page for the Sales Module.  It displays data by sales person. 


The Taskboard is broken into five sections:  

  • Pending Tasks
  • Opportunities
  • Events
  • Maintenance Due 
  • Leads  


This page shows all items that are due of overdue in a single view. At the bottom of the page you can click “more” in order to display additional items or detail. The taskboard is used to show each sales person what tasks need to be completed, that opportunities need to be followed up on, what events need to be solicited, what accounts need maintenance, and all leads that need to be qualified.