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Tasks & Recalls

Tasks & Recalls

These articles will help with any queries about settings, options and more specific functionality of the CRM.

Isobel Honour avatar Paul Holland avatar
4 articles in this collection
Written by Isobel Honour and Paul Holland

Setting a Recall

This article outlines how to set a recall on a record within the CRM.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Clearing a Recall from a Contact

This article outlines how to clear a recall from a Contact record.
Paul Holland avatar
Written by Paul Holland
Updated over a week ago

Tags & Key Items on an Activity

This article outlines how to use the tag and key items feature on an Activity (also known as a Notepad).
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Adding a Note

This article outlines how to add a note or interaction to a record in the CRM. This could be an Opportunity, Problem, Contact or Division.
Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago
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