Tasks

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

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

Setting a Task/Recall

This article outlines how to set a Task/Recall on a record within the CRM.

Written by Isobel Honour
Updated over a week ago

Clearing a Task/Recall from a Contact

This article outlines how to remove a Task/Recall from a Contact.

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).

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 Company.

Written by Isobel Honour
Updated over a week ago