Tasks are a great way to keep track of things that need to be done, especially if you have many moving parts in your account. They can help ensure that nothing falls through the cracks and that every lead is followed up with.
You can also see details about the Tasks, such as:
Title of the Task
Description of the Task
Who the Task is Assign to
And the Due date
Here's how to Add new tasks:
Navigating To The Contact Details Tab - Tasks - Step 01
Click "Contacts"
Navigating To The Contact Details Tab - Tasks - Step 02
Select the contact(s) for which you wish to create a task.
Navigating To The Contact Details Tab - Tasks - Step 03
Click "Task"
How To Add New Tasks - Step 01
Click the "+ Add new" button.
How To Add New Tasks - Step 02
Click the "Title" field.
How To Add New Tasks - Step 03
Click the "Description" field.
How To Add New Tasks - Step 04
Click this "Assign to" dropdown.
How To Add New Tasks - Step 05
Click the "Select date & time" field.
How To Add New Tasks - Step 06
Select the due date & time.
How To Add New Tasks - Step 07
Click the "tick" button.
How To Add New Tasks - Step 08
Click "Save"
