iTools Delegated Tasks Management
iTools Delegated Tasks Management Timely and Efficient Task Management
Product Highlights Improve team efficiencies by effectively managing tasks you have delegated to others. Use the Delegated Tasks list to stay on top of tasks you have assigned to others. Get notified about key changes to tasks you have . Get email reminders before tasks are due or when they are overdue. Assign tasks to Contacts both inside and outside your organization, even if they don’t have a Salesforce license.
Additional Benefits
Other iTools for Salesforce CRM
Don't want to constantly check status? Then, let the iTool notify you when a delegated task has been completed, deleted, re-opened, reassigned, or the Due Date changes.
Your iTools for Salesforce CRM subscription also includes:
Need to know when tasks are coming due or are past their due date? The iTool can be configured to send out email notifications to remind task owners that a task due date is approaching or that a task was not completed by its designated due date. These notices can be sent to task delegators as well as task owners. Want to be able to assign tasks to people who don’t have a Salesforce license or don’t even work for your organization? The iTools Delegated Tasks Management package now supports delegating the responsibility for a task’s completion to the Contact associated with the task. Want to assign tasks to a group or business function rather than individuals? The Group Tasks feature allows you to assign a single native Salesforce task to a group of users, even from a workflow. Task creators get email notices when the tasks are completed and group owners can get reports on group performance.
iTools Customizable Account Hierarchy
iTools Employment Change Management
iTools Opportunity Status Monitor
iTools File Cabinet
iTools State/Country Validation
iTools vCard Creator
Pricing iTools for Salesforce CRM includes all seven iTools, sold as an annual subscription for $2.50 USD user/month. Volume purchase and non-profit discounts are available.
Get Started Today We offer a risk-free, no obligation 30-day trial. Get it Now. All features, specifications, and pricing are subject to change.
Availability Professional, Enterprise, Unlimited, Performance, and Developer Editions
Learn More Learn More
To learn more about iTools for Salesforce CRM, visit our website at http://www.insitusoftware.com, check out the iTools listings on To learn more about iTools Salesforce CRM, including State/Country Validation, visit http://www.insitusoftware.com or contact AppExchange or contact usfor at [email protected]. us at [email protected]. Copyright © 2014 Insitu Software LLC All rights reserved.
Product Highlights Improve team efficiencies by effectively managing tasks you have delegated to others. Use the Delegated Tasks list to stay on top of tasks you have assigned to others. Get notified about key changes to tasks you have . Get email reminders before tasks are due or when they are overdue. Assign tasks to Contacts both inside and outside your organization, even if they don’t have a Salesforce license.
Additional Benefits
Other iTools for Salesforce CRM
Don't want to constantly check status? Then, let the iTool notify you when a delegated task has been completed, deleted, re-opened, reassigned, or the Due Date changes.
Your iTools for Salesforce CRM subscription also includes:
Need to know when tasks are coming due or are past their due date? The iTool can be configured to send out email notifications to remind task owners that a task due date is approaching or that a task was not completed by its designated due date. These notices can be sent to task delegators as well as task owners. Want to be able to assign tasks to people who don’t have a Salesforce license or don’t even work for your organization? The iTools Delegated Tasks Management package now supports delegating the responsibility for a task’s completion to the Contact associated with the task. Want to assign tasks to a group or business function rather than individuals? The Group Tasks feature allows you to assign a single native Salesforce task to a group of users, even from a workflow. Task creators get email notices when the tasks are completed and group owners can get reports on group performance.
iTools Customizable Account Hierarchy
iTools Employment Change Management
iTools Opportunity Status Monitor
iTools File Cabinet
iTools State/Country Validation
iTools vCard Creator
Pricing iTools for Salesforce CRM includes all seven iTools, sold as an annual subscription for $2.50 USD user/month. Volume purchase and non-profit discounts are available.
Get Started Today We offer a risk-free, no obligation 30-day trial. Get it Now. All features, specifications, and pricing are subject to change.
Availability Professional, Enterprise, Unlimited, Performance, and Developer Editions
Learn More Learn More
To learn more about iTools for Salesforce CRM, visit our website at http://www.insitusoftware.com, check out the iTools listings on To learn more about iTools Salesforce CRM, including State/Country Validation, visit http://www.insitusoftware.com or contact AppExchange or contact usfor at [email protected]. us at [email protected]. Copyright © 2014 Insitu Software LLC All rights reserved.
