Calendar & Task Schedule

Stay on top of important tasks using the built-in calendar. View the calendar and items required attention as soon as your login to the CRM. Schedule tasks or reminders for another day or other team members.

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Features

Streamline file follow-ups and stay organized with scheduling
Never miss a meeting with automated meeting reminders
Efficiently manage tasks within your payday lending store with reminders
Delegate tasks and set reminders for your team's completion
Stay on track and organized even when on vacation with task reminders
Enhanced task management for seamless payday lending operations