CRM - Customer Relationship Management

Task

How to allocate tasks:

• Go to -> Task ( Task will be available in the left panel)
• Task can be allocated to Specific Lead , level of Priority and the Status of the lead can be mentioned
• The Specific Person to whom the task been allocated can be mentioned in Owner
• Due Date can be mentioned for the Specific task
• Use F5 or Click on Create to add that task under the specific lead.
• Go to CRM -> Task -> F5 or Click Select
• Now all the task will be displayed
• Use filters such as priority levels, status of the task and also by using specific owner.

Related Link and Suggestion:

• Create Task
• Create Events
• Search Events