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 Complete new tasks:
Navigating To The Contact Details Tab - Tasks - Step 01
Click "Contacts"
Navigating To The Contact Details Tab - Tasks - Step 02
Click the contact you wish to view.
Navigating To The Contact Details Tab - Tasks - Step 03
Click "Task"
How To Complete Tasks - Step 01
Click the checkbox next to the task you wish to complete.
How To Complete Tasks - Step 02
The completed task will disappear from the task list.
