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.
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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 and locate the customer that you want to look up a task for under the Search Bar.
2 - Click on the Task icon.
3 - All of the Task that have been created for client will appear under the Task icon.
4 - You can see the Type of task
5 - You can see the Due Date of the task
6 - You can see the Details for the task
7 - You can see if the Task has been Completed or Still Need To Do.
8 - You can Edit the Task. You can adjust any of the details of the Task under the Edit icon.
9 - You can add a Note to the Task.
10 - You can Delete the Task.
You have now learned how to view task that have been assigned to a client in the CRM tab.