ProspectSoft

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

Setting a Task

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

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

Choose to make Task notes optional in the CRM - great if you're setting lots of Tasks daily that don't need a note each time.

How to edit whether a task is required or optional for opportunity & problem statuses.

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

This article outlines how to mark a Task as complete and add an Outcome to the Task if required.

This article outlines where you can view your Tasks list and takes you through the sections of the Tasks list.

This article outlines how to make changes to a Task, cancel a Task, and reopen a Task.

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