Companies, opportunities and tasks

Companies, deals and follow-ups are under More → CRM. Add a company in Companies, track a deal through its stages in Opportunities, and plan follow-ups with reminders in Scheduled tasks.

#Add a company

1. Go to More → CRM → Companies.
2. Select New company, enter the Business name and select Add.
3. Open the company to fill in Industry, Website, Domain, Phone, Email, Address and Notes.

To link a contact to a company, open the contact and set its company.

#Track a deal as an opportunity

1. Go to More → CRM → Opportunities and select New opportunity.
2. Enter the Opportunity title and Company (both required), and optionally the Stage and Amount.
3. Select Create.

View deals as a List or a Board. To move a deal, change the stage on its card. Open pipeline shows how many deals are open and their total value.

Default stages: Discovery, Qualified, Proposal, Negotiation, Won and Lost.

#Schedule a task

There are two places to create a task. Both need a contact.

#From Scheduled tasks

1. Go to More → CRM → Scheduled tasks and select New task.

2. In New scheduled task, pick the contact, the title, due date and time, and a priority: Low, Medium, High or Urgent.

   

3. Choose a reminder: No reminder, 30 min before, 1 hour before or 1 day before.

4. Optional: switch on Recurring ("Repeat this reminder automatically"). Choose Daily, Weekly, Monthly or Yearly, and when it ends: No end, On date, or After… a number of occurrences (up to 365).

5. Select Schedule.

The reminder goes to you on WhatsApp. A recurring task must have a reminder, so 1 hour before is picked for you when you switch on Recurring.

#From a contact's Tasks tab

Open a contact → Tasks. Here you have more reminder options and more control over who gets it:

• Reminder: 15 min, 30 min, 1 hour, 2 hours, 6 hours, 12 hours or 1 day before.
• Under More…, Notify: Me, Assignee and/or Contact.
• Via: WhatsApp, Email and/or SMS. The default is Me by WhatsApp.

Recurring tasks can only be set up from Scheduled tasks.

#Find your tasks

Scheduled tasks has the tabs All tasks, Due today, Overdue and Upcoming, and a search box. Switch between List and Calendar. No reminder is sent for a task that is completed, cancelled or deleted.

An AI agent can also create tasks with the Create Task tool, when the conversation has a contact. See AI agents for workflows.

#Worked example: a monthly follow-up

Deshmukh Industrial Supplies, Nashik, is quoting ₹4,80,000 to Patil Auto Components.

1. Companies → New company → "Patil Auto Components" → Add.
2. Opportunities → New opportunity: title "Conveyor spares FY27", company Patil Auto Components, stage Proposal, amount 480000 → Create.
3. Scheduled tasks → New task: contact Suresh Patil (+919822012345), title "Call about quote", due 5 Oct 2026 at 11:00, priority High, reminder 1 day before, Recurring monthly, ends After… 3 occurrences → Schedule.

Result: the deal shows in Open pipeline under Proposal. The salesperson gets a WhatsApp reminder at 11:00 on 4 Oct, 4 Nov and 4 Dec.

#Common questions

#Why can't I drag deals on the Board?

The Opportunities board uses a stage selector on each card. Change the stage there to move the deal.

#Can a task reminder go to the customer?

Yes, from the contact's Tasks tab. Under More…, choose Contact in Notify and pick the channel under Via.

#Why didn't I get a WhatsApp reminder?

WhatsApp reminders need a WhatsApp channel and a reminder template set up for tasks. Also check the task is not completed or cancelled.

#Can I create a task without a contact?

No. Every task belongs to a contact.