Salesgenie allows you to view notes, tasks you’ve added in two ways: directly on a record or through the Tasks panel.

Option 1: View tasks in the Tasks panel

• Go to the left-hand navigation panel and click on Tasks.
• Here, you can see all tasks you’ve added across multiple records.
• Use filters to refine the view by:
• • Database (business or consumer)
  • Date range
  • Assignment (to whom the task is assigned)
  • Task completion level (open, in progress, or completed)

Option 2: View notes and tasks on a specific record

• Open the record you want to review.
• Click on Notes/Tasks.
• You’ll see all the notes, tasks added to that record.