Using tasks
Notes are super handy for capturing insights, holding onto essential details, and fostering collaboration. And tasks? Well, they are like the busy worker bees, buzzing around our CRM with purpose. Each one represents a specific action or activity that needs to be done within a certain timeframe.
Why are they so crucial? Because they are the key to staying organized, prioritizing what needs to be done, and making sure everyone is accountable for their part in the workflow. They are the engine that keeps things moving forward, whether it’s sealing deals, completing projects, or engaging with customers.
How to do it…
Tasks are the backbone of your productivity. So, when the need arises to create a manual task related to a contact, here’s what you will need to do.
Adding a task to a contact
Follow these steps:
- Using the navigation or search feature, locate the contact you want to update.
- Click on the More icon to open the drop...
