Tasks & Follow-Up

Plan your day and keep every follow-up on schedule.

Work your day from TodayToday gathers the follow-ups, overdue tasks, new and hot leads, and active transactions most likely to need attention, with suggested next steps.
Create and complete follow-up tasksTasks are the next actions you or your team need to take, with a due date, priority, type, assignee, and a link to the contact or transaction they belong to.

Still need help?

Contact your NextAccord coordinator or email support@nextaccord.com.