Maintain Tasks

Video Tutorial

Assign specific users of the software tasks. Keep records of tasks and know exactly what needs to be done when and by whom. ConvallisCRM can be used to do this and this short guide will show you how.

Example of a task box:

1. Select a contact.
2. In the Contact Tasks click Add.
3. Choose a Due Date.
4. Select a Task Type.
5. Select a User to perform the task.
6. Write a Summary of the task.
7. In the Bottom Box, write what the task requires.

You can edit tasks by clicking the ... button in the Contact Tasks box or the Current Tasks tab.