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Manage Task & Schedules via CRM against enquiry

Video Tutorial : #

To manage Tasks and Schedules via CRM against enquiry or deal. Follow the below steps:

Step # 01 #

  1. Go to your deal page and click on Add Activity -> Task.

2. Under Task tab you can write your:

  • Task name
  • Date
  • Time
  • Duration
  • Notes about your task.

Note: See the highlighted area in the above image.

Step # 02 #

Similarly you can manage Meetings and Deadlines etc.

Step # 03 #

Once you finish editing, click Save Activity to save the settings.

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