Tasks

What is Task? How does it helps for Sales?

Salesforce tasks are essentially just a to-do list inside of Salesforce.
Sales teams use them as reminders to follow up with leads, send over proposals, or do anything else related to closing deals.

Creating a task

To create a Task, you can navigate to the Task tab, click on the dropdown menu, and then select "New Task".

Tasks have the ability to set reminders or recurring reminders, which saves you the trouble of creating them again.