In this article we will go over how to view task that have been assigned to a client in the CRM tab.
Here is a video on how to view task that have been assigned to a client in the CRM tab.
Coming Soon
Here are step by step instructions on how to view task that have been assigned to a client in the CRM tab.
1 - Click the CRM tab and the CRM link
2 - Locate the customer that you want to look up a task for under the Search Bar.
3 - Click on the Task icon.
4 - All of the Task that have been created for client will appear under the Task icon.
5 - You can see the Type of task
6 - You can see the Due Date of the task
7 - You can see the Details for the task
8 - You can see if the Task has been Completed or Still Need To Do.
9 - You can Edit the Task. You can adjust any of the details of the Task under the Edit icon.
10 - You can add a Note to the Task.
11 - You can Delete the Task.
You have now learned how to view task that have been assigned to a client in the CRM tab.