Close
Close is a sales CRM platform for inside sales teams to manage leads, calls, and email outreach.
Website
Industry
Leadgen
Share this article:

How to enable tasks in the primary tab in Close.com

Here is how to enable tasks in the primary tab in close.com

  1. First click on the "Settings" button in the top toolbar
  2. Then click on the "Tasks" checkbox option in the "Customize your Primary tab" dialog
  3. Finally click on the "Apply" button to save the changes

Create your own interactive guide with Guideflow

Why should you enable tasks in the primary tab in Close.com

Close is a powerful CRM tool designed to help businesses streamline their communication and sales processes.

Enabling tasks in the primary tab on Close.com allows users to maintain seamless workflow management directly from the main interface.

This feature helps prioritize tasks efficiently, ensuring no important activity is overlooked. By centralizing tasks, users can boost productivity and maintain focus on what truly matters.

Using this feature, staying organized and managing your tasks becomes an effortless part of your daily routine within Close.com.

Last update
May 6, 2026
Cursor MariaA cursor points to a button labeled "James."

Create your first demo in less than 30 seconds.