Tasks

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

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

Setting a Task

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

Written by Isobel Honour
Updated over a week ago

Clearing a Task from a Contact

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

Written by Paul Holland
Updated over a week ago

Adding Notes in the Activity & Note Visibility

This article outlines how to add a note to a record in the CRM. This could be an Opportunity, Problem, Contact or Company.

Written by Isobel Honour
Updated over a week ago