Tasks are reminders and are an amazingly easy way to never let another customer or team member fall through the cracks again! Never wonder if you are forgetting something again. Just add tasks and check them off as you complete them.

Before getting started with tasks, make sure you’ve already added at least one customer or team member. If you are not sure how, check out Using Your CRM.

There are two ways to add tasks:

  1. From the Tasks page:
    • Click add new task button.
    • Complete the form.
    • Click submit button.
  2. From the individual contact’s page:
    • Once there, click the schedule tab then follow the same instructions as above.

Still have questions? Send us a message!