Task Types in Salesgem help you categorize and organize the different activities your sales team performs, such as calls, meetings, follow-ups, or demos. Customizing these types ensures consistent tracking, better reporting, and improved productivity across the team.
1.Go to Task Assigned.
2.Find the task type you want to edit.
3.Click the Edit (pencil) icon.
4. Click on ADD TASK.
5. Choose the task type by clicking the down arrow
6. click on save task.