With the Tasks feature, users and sales agents can create an easy-to-follow list of sales activities and tasks to be completed. Tasks are stored right alongside your customer data for easy reference.
Finding The Task List
From the main menu, select Customer Relationships > Tasks.
Creating a Task
To create a new task, simply click the New Task button and follow the step below:
Permissions
Users and sales agents must have Customer Relationships enabled to use this feature. Configure this from Settings > Users > Permissions.
If you are an account owner, you can view all tasks in your organization. If you are a team member or agent, you will only be able to see and create tasks that have been assigned to you.
If you aren't sure if you are the account owner, check your account details from Settings > Users.
Viewing and Filtering Tasks
You can filter tasks based on date range, seasons, assignee, and task type.
Task Options
Task Owner: This is the person who will be responsible for the task. If you are the owner of the account, you will be able to assign a task to yourself or any active user in your organization.
Task type: A task can be a Call, Email, Order, or Meeting. You can always add a new task type whenever you want.
When you've completed a task, simply delete it.